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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 | $269,756 | $110,379+144.4% | $102,412+163.4% | $145,884+84.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.56% | 24.84%-0.3pp | 24.94%-0.4pp | 551.85%-527.3pp |
| Employer contribution / active EE | $4,063 | $4,216-3.6% | $3,870+5.0% | $4,662-12.9% |
| Participant deferral / active EE | $13,220 | $5,622+135.2% | $5,060+161.3% | $6,690+97.6% |
| Admin fee / account holder | $29,726 | $9,745+205.0% | $8,388+254.4% | $13,392+122.0% |