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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 | $364,882 | $227,399+60.5% | $189,758+92.3% | $198,609+83.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.14% | 61.03%-50.9pp | 52.62%-42.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $5,550 | $5,526+0.4% | $4,767+16.4% | $5,055+9.8% |
| Participant deferral / active EE | $20,915 | $6,837+205.9% | $5,856+257.2% | $6,977+199.8% |
| Admin fee / account holder | $79,794 | $25,162+217.1% | $20,388+291.4% | $19,030+319.3% |