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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 | $268,045 | $165,399+62.1% | $149,745+79.0% | $158,982+68.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.92% | 348.34%-334.4pp | 276.72%-262.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $7,475 | $5,105+46.4% | $4,646+60.9% | $4,763+56.9% |
| Participant deferral / active EE | $11,409 | $7,183+58.8% | $6,843+66.7% | $5,983+90.7% |
| Admin fee / account holder | $28,766 | $10,811+166.1% | $9,312+208.9% | $11,252+155.7% |