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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 | $367,337 | $111,301+230.0% | $112,977+225.1% | $158,982+131.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 9.61% | 26.40%-16.8pp | 24.24%-14.6pp | 302.99%-293.4pp |
| Employer contribution / active EE | $12,095 | $4,471+170.5% | $4,255+184.3% | $4,763+153.9% |
| Participant deferral / active EE | $10,174 | $5,880+73.0% | $5,836+74.3% | $5,983+70.0% |
| Admin fee / account holder | $8,007 | $8,392-4.6% | $6,294+27.2% | $11,252-28.8% |