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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 | $313,802 | $227,291+38.1% | $214,702+46.2% | $155,188+102.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.57% | 60.08%-48.5pp | 54.55%-43.0pp | 148.84%-137.3pp |
| Employer contribution / active EE | $3,908 | $6,772-42.3% | $6,461-39.5% | $4,248-8.0% |
| Participant deferral / active EE | $5,724 | $9,582-40.3% | $9,147-37.4% | $6,531-12.4% |
| Admin fee / account holder | $60,855 | $20,413+198.1% | $19,830+206.9% | $14,480+320.3% |