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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 | $300,789 | $289,211+4.0% | $260,467+15.5% | $198,609+51.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 17.00% | 112.90%-95.9pp | 100.60%-83.6pp | 202.70%-185.7pp |
| Employer contribution / active EE | $21,171 | $4,663+354.0% | $4,239+399.5% | $5,055+318.8% |
| Participant deferral / active EE | $12,800 | $6,812+87.9% | $6,319+102.5% | $6,977+83.5% |
| Admin fee / account holder | $2,585 | $16,236-84.1% | $15,461-83.3% | $19,030-86.4% |