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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 | $269,729 | $165,399+63.1% | $149,745+80.1% | $158,982+69.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.48% | 348.34%-335.9pp | 276.72%-264.2pp | 302.99%-290.5pp |
| Employer contribution / active EE | $10,639 | $5,105+108.4% | $4,646+129.0% | $4,763+123.4% |
| Participant deferral / active EE | $8,373 | $7,183+16.6% | $6,843+22.4% | $5,983+39.9% |
| Admin fee / account holder | $5,771 | $10,811-46.6% | $9,312-38.0% | $11,252-48.7% |