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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 | $256,943 | $154,159+66.7% | $130,026+97.6% | $139,456+84.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.19% | 32.50%-16.3pp | -137.26%+153.5pp | 373.45%-357.3pp |
| Employer contribution / active EE | $5,125 | $5,292-3.1% | $4,321+18.6% | $4,753+7.8% |
| Participant deferral / active EE | $5,015 | $6,710-25.3% | $5,821-13.8% | $6,711-25.3% |
| Admin fee / account holder | $19,601 | $14,001+40.0% | $10,608+84.8% | $11,407+71.8% |