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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 | $269,407 | $165,361+62.9% | $149,715+79.9% | $158,950+69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.56% | 348.24%-332.7pp | 276.66%-261.1pp | 302.91%-287.3pp |
| Employer contribution / active EE | $3,564 | $5,103-30.2% | $4,645-23.3% | $4,762-25.1% |
| Participant deferral / active EE | $17,901 | $7,182+149.3% | $6,842+161.6% | $5,983+199.2% |
| Admin fee / account holder | $1,104 | $10,808-89.8% | $9,310-88.1% | $11,248-90.2% |