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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 | $196,972+42.5% | $182,262+54.0% | $198,609+41.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.41% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $3,361 | $5,364-37.3% | $5,046-33.4% | $5,055-33.5% |
| Participant deferral / active EE | $10,933 | $8,643+26.5% | $8,276+32.1% | $6,977+56.7% |
| Admin fee / account holder | $259,785 | $18,429+1309.7% | $16,712+1454.5% | $19,030+1265.1% |