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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 | $251,597 | $173,340+45.1% | $136,007+85.0% | $145,959+72.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.99% | 1163.32%-1155.3pp | 579.32%-571.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $17,492 | $5,275+231.6% | $4,215+315.0% | $4,661+275.3% |
| Participant deferral / active EE | $11,823 | $8,699+35.9% | $7,024+68.3% | $6,689+76.8% |
| Admin fee / account holder | $4,428 | $9,954-55.5% | $6,858-35.4% | $13,398-66.9% |