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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 | $280,666 | $162,136+73.1% | $152,301+84.3% | $154,746+81.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.41% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $3,361 | $4,890-31.3% | $4,624-27.3% | $4,379-23.2% |
| Participant deferral / active EE | $10,933 | $8,341+31.1% | $8,004+36.6% | $6,730+62.4% |
| Admin fee / account holder | $259,785 | $15,759+1548.4% | $14,398+1704.3% | $14,365+1708.4% |