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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 | $252,390 | $169,237+49.1% | $129,339+95.1% | $145,978+72.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.95% | 14364.43%-14350.5pp | 9437.05%-9423.1pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,382 | $5,540-75.1% | $4,154-66.7% | $4,662-70.4% |
| Participant deferral / active EE | $13,896 | $4,991+178.4% | $4,170+233.2% | $6,690+107.7% |
| Admin fee / account holder | $1,481 | $9,882-85.0% | $7,668-80.7% | $13,400-88.9% |