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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 | $265,570 | $157,276+68.9% | $141,177+88.1% | $152,885+73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.64% | 64.33%-45.7pp | 71.40%-52.8pp | 345.39%-326.8pp |
| Employer contribution / active EE | $6,550 | $5,262+24.5% | $4,736+38.3% | $4,763+37.5% |
| Participant deferral / active EE | $19,273 | $7,110+171.0% | $6,710+187.2% | $5,851+229.4% |
| Admin fee / account holder | $10,470 | $12,123-13.6% | $10,263+2.0% | $11,598-9.7% |