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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 | $270,276 | $155,555+73.7% | $146,866+84.0% | $155,188+74.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.33% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $17,002 | $4,647+265.9% | $4,425+284.3% | $4,248+300.3% |
| Participant deferral / active EE | $18,923 | $8,044+135.2% | $7,759+143.9% | $6,531+189.7% |
| Admin fee / account holder | $7,675 | $14,755-48.0% | $13,620-43.7% | $14,480-47.0% |