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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,388 | $166,268+51.2% | $165,100+52.3% | $145,897+72.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.38% | 100.52%-85.1pp | 70.21%-54.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $7,405 | $5,284+40.1% | $4,348+70.3% | $4,663+58.8% |
| Participant deferral / active EE | $17,122 | $6,964+145.8% | $6,035+183.7% | $6,689+156.0% |
| Admin fee / account holder | $11,293 | $16,659-32.2% | $12,696-11.0% | $13,390-15.7% |