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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 | $289,964 | $180,749+60.4% | $160,784+80.3% | $137,256+111.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.92% | 2234.46%-2217.5pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,291 | $4,155+27.3% | $3,733+41.7% | $4,156+27.3% |
| Participant deferral / active EE | $8,443 | $6,844+23.4% | $6,293+34.2% | $6,407+31.8% |
| Admin fee / account holder | $2,648 | $10,397-74.5% | $9,717-72.7% | $12,270-78.4% |