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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 | $252,241 | $155,555+62.2% | $146,866+71.7% | $155,188+62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.17% | 115.41%-104.2pp | 102.85%-91.7pp | 148.84%-137.7pp |
| Employer contribution / active EE | $6,222 | $4,647+33.9% | $4,425+40.6% | $4,248+46.5% |
| Participant deferral / active EE | $14,551 | $8,044+80.9% | $7,759+87.5% | $6,531+122.8% |
| Admin fee / account holder | $5,513 | $14,755-62.6% | $13,620-59.5% | $14,480-61.9% |