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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 | $255,456 | $165,399+54.4% | $149,745+70.6% | $158,982+60.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.21% | 348.34%-336.1pp | 276.72%-264.5pp | 302.99%-290.8pp |
| Employer contribution / active EE | $4,617 | $5,105-9.6% | $4,646-0.6% | $4,763-3.1% |
| Participant deferral / active EE | $11,980 | $7,183+66.8% | $6,843+75.1% | $5,983+100.2% |
| Admin fee / account holder | $89,672 | $10,811+729.4% | $9,312+863.0% | $11,252+697.0% |