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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 | $364,242 | $201,370+80.9% | $184,256+97.7% | $145,897+149.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.92% | 29.05%-9.1pp | 28.85%-8.9pp | 552.29%-532.4pp |
| Employer contribution / active EE | $12,095 | $7,024+72.2% | $6,427+88.2% | $4,663+159.4% |
| Participant deferral / active EE | $16,551 | $9,808+68.8% | $9,133+81.2% | $6,689+147.4% |
| Admin fee / account holder | $11,507 | $16,364-29.7% | $13,899-17.2% | $13,390-14.1% |