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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 | $309,290 | $196,972+57.0% | $182,262+69.7% | $198,609+55.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 12.16% | 158.27%-146.1pp | 140.60%-128.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $14,714 | $5,364+174.3% | $5,046+191.6% | $5,055+191.1% |
| Participant deferral / active EE | $8,762 | $8,643+1.4% | $8,276+5.9% | $6,977+25.6% |
| Admin fee / account holder | $3,411 | $18,429-81.5% | $16,712-79.6% | $19,030-82.1% |