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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 | $304,988 | $165,399+84.4% | $149,745+103.7% | $158,982+91.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.11% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.9pp |
| Employer contribution / active EE | $3,471 | $5,105-32.0% | $4,646-25.3% | $4,763-27.1% |
| Participant deferral / active EE | $17,186 | $7,183+139.3% | $6,843+151.1% | $5,983+187.2% |
| Admin fee / account holder | $7,375 | $10,811-31.8% | $9,312-20.8% | $11,252-34.5% |