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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 | $303,857 | $155,555+95.3% | $146,866+106.9% | $155,188+95.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 32.78% | 115.41%-82.6pp | 102.85%-70.1pp | 148.84%-116.1pp |
| Employer contribution / active EE | $4,384 | $4,647-5.7% | $4,425-0.9% | $4,248+3.2% |
| Participant deferral / active EE | $14,221 | $8,044+76.8% | $7,759+83.3% | $6,531+117.7% |
| Admin fee / account holder | $20,000 | $14,755+35.5% | $13,620+46.8% | $14,480+38.1% |