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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 | $253,443 | $165,399+53.2% | $149,745+69.2% | $158,982+59.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.47% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,667 | $5,105-67.4% | $4,646-64.1% | $4,763-65.0% |
| Participant deferral / active EE | $5,400 | $7,183-24.8% | $6,843-21.1% | $5,983-9.8% |
| Admin fee / account holder | $775 | $10,811-92.8% | $9,312-91.7% | $11,252-93.1% |