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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 | $280,105 | $160,070+75.0% | $147,117+90.4% | $145,897+92.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,101 | $5,285-79.2% | $4,932-77.7% | $4,663-76.4% |
| Participant deferral / active EE | $8,377 | $8,419-0.5% | $8,065+3.9% | $6,689+25.2% |
| Admin fee / account holder | $25,598 | $15,035+70.2% | $12,993+97.0% | $13,390+91.2% |