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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 | $294,220 | $114,119+157.8% | $107,187+174.5% | $138,895+111.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.27% | 273.21%-257.9pp | 204.55%-189.3pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,850 | $4,059-5.1% | $3,782+1.8% | $4,194-8.2% |
| Participant deferral / active EE | $7,463 | $5,538+34.8% | $5,096+46.4% | $6,396+16.7% |
| Admin fee / account holder | $54,846 | $10,024+447.2% | $9,162+498.6% | $12,562+336.6% |