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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 | $266,270 | $176,786+50.6% | $146,643+81.6% | $167,536+58.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.95% | 24.04%-1.1pp | 22.75%+0.2pp | 478.82%-455.9pp |
| Employer contribution / active EE | $30,393 | $5,161+488.9% | $4,137+634.7% | $4,839+528.1% |
| Participant deferral / active EE | $8,667 | $6,440+34.6% | $5,506+57.4% | $6,342+36.6% |
| Admin fee / account holder | $1,162 | $13,262-91.2% | $10,280-88.7% | $12,315-90.6% |