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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 | $282,863 | $157,304+79.8% | $141,197+100.3% | $152,909+85.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.15% | 64.34%-36.2pp | 71.41%-43.3pp | 345.46%-317.3pp |
| Employer contribution / active EE | $9,000 | $5,263+71.0% | $4,736+90.0% | $4,764+88.9% |
| Participant deferral / active EE | $20,476 | $7,111+188.0% | $6,710+205.1% | $5,851+249.9% |
| Admin fee / account holder | $4,546 | $12,126-62.5% | $10,265-55.7% | $11,601-60.8% |