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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 | $355,964 | $196,972+80.7% | $182,262+95.3% | $198,609+79.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.73% | 158.27%-139.5pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $13,014 | $5,364+142.6% | $5,046+157.9% | $5,055+157.4% |
| Participant deferral / active EE | $8,028 | $8,643-7.1% | $8,276-3.0% | $6,977+15.1% |
| Admin fee / account holder | $7,415 | $18,429-59.8% | $16,712-55.6% | $19,030-61.0% |