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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 | $285,471 | $162,136+76.1% | $152,301+87.4% | $154,746+84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.09% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,440 | $4,890-70.6% | $4,624-68.9% | $4,379-67.1% |
| Participant deferral / active EE | $27,250 | $8,341+226.7% | $8,004+240.5% | $6,730+304.9% |
| Admin fee / account holder | $117,406 | $15,759+645.0% | $14,398+715.4% | $14,365+717.3% |