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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 | $366,465 | $137,414+166.7% | $189,537+93.3% | $85,847+326.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.67% | 38.14%-18.5pp | 555.34%-535.7pp | 318.61%-298.9pp |
| Employer contribution / active EE | $5,180 | $4,344+19.2% | $6,161-15.9% | $2,565+101.9% |
| Participant deferral / active EE | $7,567 | $6,260+20.9% | $8,220-7.9% | $3,952+91.5% |
| Admin fee / account holder | $6,602 | $8,630-23.5% | $12,048-45.2% | $6,261+5.4% |