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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 | $250,870 | $178,174+40.8% | $156,181+60.6% | $137,256+82.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.46% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $4,569 | $4,972-8.1% | $4,294+6.4% | $4,156+9.9% |
| Participant deferral / active EE | $21,683 | $6,888+214.8% | $6,132+253.6% | $6,407+238.4% |
| Admin fee / account holder | $107,394 | $17,404+517.1% | $14,586+636.3% | $12,270+775.2% |