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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 | $266,391 | $154,209+72.7% | $130,062+104.8% | $139,487+91.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.14% | 32.52%-15.4pp | -137.37%+154.5pp | 373.84%-356.7pp |
| Employer contribution / active EE | $5,240 | $5,292-1.0% | $4,322+21.2% | $4,755+10.2% |
| Participant deferral / active EE | $14,137 | $6,709+110.7% | $5,821+142.9% | $6,713+110.6% |
| Admin fee / account holder | $1,845 | $13,988-86.8% | $10,601-82.6% | $11,407-83.8% |