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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 | $350,771 | $165,381+112.1% | $149,730+134.3% | $158,966+120.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.71% | 348.29%-320.6pp | 276.70%-249.0pp | 302.95%-275.2pp |
| Employer contribution / active EE | $3,673 | $5,104-28.0% | $4,645-20.9% | $4,762-22.9% |
| Participant deferral / active EE | $8,412 | $7,182+17.1% | $6,843+22.9% | $5,983+40.6% |
| Admin fee / account holder | $12,584 | $10,809+16.4% | $9,310+35.2% | $11,250+11.9% |