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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 | $293,358 | $228,395+28.4% | $185,861+57.8% | $158,982+84.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 9.51% | 40.82%-31.3pp | 35.96%-26.4pp | 302.99%-293.5pp |
| Employer contribution / active EE | $14,583 | $4,968+193.6% | $4,088+256.7% | $4,763+206.2% |
| Participant deferral / active EE | $17,333 | $6,417+170.1% | $5,634+207.7% | $5,983+189.7% |
| Admin fee / account holder | $3,449 | $11,869-70.9% | $9,503-63.7% | $11,252-69.3% |