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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 | $287,167 | $201,372+42.6% | $184,260+55.8% | $145,884+96.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.64% | 29.04%-11.4pp | 28.84%-11.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $6,334 | $7,024-9.8% | $6,427-1.4% | $4,662+35.9% |
| Participant deferral / active EE | $14,241 | $9,808+45.2% | $9,133+55.9% | $6,690+112.9% |
| Admin fee / account holder | $3,351 | $16,362-79.5% | $13,898-75.9% | $13,392-75.0% |