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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 | $307,771 | $209,336+47.0% | $197,124+56.1% | $137,256+124.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.76% | 48.09%-34.3pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $7,482 | $6,591+13.5% | $6,227+20.1% | $4,156+80.0% |
| Participant deferral / active EE | $11,897 | $9,614+23.7% | $9,135+30.2% | $6,407+85.7% |
| Admin fee / account holder | $195,088 | $17,308+1027.2% | $16,298+1097.0% | $12,270+1489.9% |