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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 | $261,336 | $211,224+23.7% | $178,505+46.4% | $145,897+79.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.91% | 30.28%-22.4pp | 27.16%-19.2pp | 552.29%-544.4pp |
| Employer contribution / active EE | $4,000 | $4,577-12.6% | $3,955+1.1% | $4,663-14.2% |
| Participant deferral / active EE | $14,750 | $6,966+111.8% | $6,280+134.9% | $6,689+120.5% |
| Admin fee / account holder | $2,988 | $12,109-75.3% | $10,428-71.4% | $13,390-77.7% |