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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 | $259,684 | $211,105+23.0% | $178,449+45.5% | $145,978+77.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.00% | 30.19%-20.2pp | 27.09%-17.1pp | 550.52%-540.5pp |
| Employer contribution / active EE | $8,028 | $4,569+75.7% | $3,951+103.2% | $4,662+72.2% |
| Participant deferral / active EE | $13,156 | $6,959+89.0% | $6,277+109.6% | $6,690+96.7% |
| Admin fee / account holder | $117,207 | $12,017+875.3% | $10,362+1031.1% | $13,400+774.7% |