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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 | $253,972 | $155,555+63.3% | $146,866+72.9% | $155,188+63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.80% | 115.41%-103.6pp | 102.85%-91.1pp | 148.84%-137.0pp |
| Employer contribution / active EE | $8,726 | $4,647+87.8% | $4,425+97.2% | $4,248+105.4% |
| Participant deferral / active EE | $18,426 | $8,044+129.1% | $7,759+137.5% | $6,531+182.1% |
| Admin fee / account holder | $148,134 | $14,755+903.9% | $13,620+987.6% | $14,480+923.0% |