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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 | $349,059 | $155,555+124.4% | $146,866+137.7% | $155,188+124.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.09% | 115.41%-102.3pp | 102.85%-89.8pp | 148.84%-135.7pp |
| Employer contribution / active EE | $8,904 | $4,647+91.6% | $4,425+101.2% | $4,248+109.6% |
| Participant deferral / active EE | $10,929 | $8,044+35.9% | $7,759+40.8% | $6,531+67.3% |
| Admin fee / account holder | $155,297 | $14,755+952.5% | $13,620+1040.2% | $14,480+972.5% |