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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 | $338,657 | $211,239+60.3% | $178,528+89.7% | $145,877+132.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.42% | 30.22%-19.8pp | 27.11%-16.7pp | 551.28%-540.9pp |
| Employer contribution / active EE | $8,670 | $4,570+89.7% | $3,950+119.5% | $4,663+85.9% |
| Participant deferral / active EE | $26,750 | $6,963+284.2% | $6,278+326.1% | $6,691+299.8% |
| Admin fee / account holder | $12,522 | $12,095+3.5% | $10,419+20.2% | $13,402-6.6% |