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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 | $313,201 | $196,972+59.0% | $182,262+71.8% | $198,609+57.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.16% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $4,820 | $5,364-10.1% | $5,046-4.5% | $5,055-4.6% |
| Participant deferral / active EE | $19,430 | $8,643+124.8% | $8,276+134.8% | $6,977+178.5% |
| Admin fee / account holder | $67,544 | $18,429+266.5% | $16,712+304.2% | $19,030+254.9% |