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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 | $288,091 | $155,555+85.2% | $146,866+96.2% | $155,188+85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.19% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3,066 | $4,647-34.0% | $4,425-30.7% | $4,248-27.8% |
| Participant deferral / active EE | $14,660 | $8,044+82.2% | $7,759+88.9% | $6,531+124.5% |
| Admin fee / account holder | $24,972 | $14,755+69.2% | $13,620+83.3% | $14,480+72.5% |