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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 | $254,292 | $211,288+20.4% | $178,540+42.4% | $145,884+74.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.99% | 30.27%-12.3pp | 27.15%-9.2pp | 551.85%-533.9pp |
| Employer contribution / active EE | $5,186 | $4,574+13.4% | $3,953+31.2% | $4,662+11.2% |
| Participant deferral / active EE | $13,465 | $6,967+93.3% | $6,281+114.4% | $6,690+101.3% |
| Admin fee / account holder | $3,642 | $12,105-69.9% | $10,424-65.1% | $13,392-72.8% |