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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 | $250,591 | $157,296+59.3% | $141,191+77.5% | $152,897+63.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.47% | 64.34%-48.9pp | 71.41%-55.9pp | 345.43%-330.0pp |
| Employer contribution / active EE | $5,999 | $5,262+14.0% | $4,736+26.7% | $4,764+25.9% |
| Participant deferral / active EE | $9,401 | $7,111+32.2% | $6,710+40.1% | $5,851+60.7% |
| Admin fee / account holder | $383 | $12,125-96.8% | $10,264-96.3% | $11,599-96.7% |