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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 | $290,845 | $135,956+113.9% | $123,894+134.8% | $273,972+6.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $15,592 | $5,170+201.6% | $4,617+237.7% | $4,869+220.2% |
| Participant deferral / active EE | $8,445 | $6,343+33.1% | $5,984+41.1% | $5,287+59.7% |
| Admin fee / account holder | $21,250 | $9,817+116.5% | $8,357+154.3% | $10,133+109.7% |