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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 | $290,487 | $211,288+37.5% | $178,540+62.7% | $145,884+99.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.21% | 30.27%-5.1pp | 27.15%-1.9pp | 551.85%-526.6pp |
| Employer contribution / active EE | $2,317 | $4,574-49.3% | $3,953-41.4% | $4,662-50.3% |
| Participant deferral / active EE | $2,517 | $6,967-63.9% | $6,281-59.9% | $6,690-62.4% |
| Admin fee / account holder | $20,858 | $12,105+72.3% | $10,424+100.1% | $13,392+55.8% |