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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 | $372,332 | $211,239+76.3% | $178,528+108.6% | $145,877+155.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.40% | 30.22%-17.8pp | 27.11%-14.7pp | 551.28%-538.9pp |
| Employer contribution / active EE | $7,560 | $4,570+65.4% | $3,950+91.4% | $4,663+62.1% |
| Participant deferral / active EE | $2,542 | $6,963-63.5% | $6,278-59.5% | $6,691-62.0% |
| Admin fee / account holder | $30,777 | $12,095+154.5% | $10,419+195.4% | $13,402+129.6% |