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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 | $302,545 | $117,904+156.6% | $102,457+195.3% | $145,978+107.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 31.80%-13.9pp | 29.41%-11.5pp | 550.52%-532.7pp |
| Employer contribution / active EE | $11,300 | $3,613+212.7% | $3,022+273.9% | $4,662+142.4% |
| Participant deferral / active EE | $6,656 | $5,733+16.1% | $5,054+31.7% | $6,690-0.5% |
| Admin fee / account holder | $8,549 | $13,329-35.9% | $9,451-9.5% | $13,400-36.2% |