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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 | $354,255 | $227,291+55.9% | $214,702+65.0% | $155,188+128.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 20.72% | 60.08%-39.4pp | 54.55%-33.8pp | 148.84%-128.1pp |
| Employer contribution / active EE | $7,073 | $6,772+4.5% | $6,461+9.5% | $4,248+66.5% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $33,804 | $20,413+65.6% | $19,830+70.5% | $14,480+133.5% |