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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 | $327,058 | $165,361+97.8% | $149,715+118.5% | $158,950+105.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.93% | 348.24%-330.3pp | 276.66%-258.7pp | 302.91%-285.0pp |
| Employer contribution / active EE | $3,350 | $5,103-34.4% | $4,645-27.9% | $4,762-29.6% |
| Participant deferral / active EE | $13,984 | $7,182+94.7% | $6,842+104.4% | $5,983+133.7% |
| Admin fee / account holder | $13,374 | $10,808+23.7% | $9,310+43.7% | $11,248+18.9% |