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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 | $281,939 | $121,677+131.7% | $104,625+169.5% | $158,966+77.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 15.37% | 465.58%-450.2pp | 340.60%-325.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $385 | $3,165-87.8% | $2,681-85.7% | $4,762-91.9% |
| Participant deferral / active EE | $11,309 | $4,175+170.9% | $3,738+202.6% | $5,983+89.0% |
| Admin fee / account holder | $7,493 | $7,777-3.6% | $6,465+15.9% | $11,250-33.4% |