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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 | $250,106 | $211,224+18.4% | $178,505+40.1% | $145,897+71.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.90% | 30.28%-7.4pp | 27.16%-4.3pp | 552.29%-529.4pp |
| Employer contribution / active EE | $4,775 | $4,577+4.3% | $3,955+20.7% | $4,663+2.4% |
| Participant deferral / active EE | $5,163 | $6,966-25.9% | $6,280-17.8% | $6,689-22.8% |
| Admin fee / account holder | $22,034 | $12,109+82.0% | $10,428+111.3% | $13,390+64.6% |