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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 | $340,780 | $223,823+52.3% | $211,142+61.4% | $154,746+120.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 25.78% | 50.39%-24.6pp | 46.84%-21.1pp | 172.34%-146.6pp |
| Employer contribution / active EE | $1,608 | $6,787-76.3% | $6,442-75.0% | $4,379-63.3% |
| Participant deferral / active EE | $5,400 | $9,750-44.6% | $9,284-41.8% | $6,730-19.8% |
| Admin fee / account holder | $57,576 | $19,707+192.2% | $19,076+201.8% | $14,365+300.8% |