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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 | $280,869 | $176,794+58.9% | $146,647+91.5% | $167,553+67.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.23% | 24.04%-11.8pp | 22.75%-10.5pp | 478.89%-466.7pp |
| Employer contribution / active EE | $8,093 | $5,161+56.8% | $4,137+95.6% | $4,840+67.2% |
| Participant deferral / active EE | $7,478 | $6,440+16.1% | $5,506+35.8% | $6,343+17.9% |
| Admin fee / account holder | $11,530 | $13,262-13.1% | $10,281+12.2% | $12,316-6.4% |