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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 | $319,805 | $129,737+146.5% | $119,126+168.5% | $154,746+106.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.33% | 379.08%-368.7pp | 282.11%-271.8pp | 172.34%-162.0pp |
| Employer contribution / active EE | $26,012 | $4,375+494.6% | $4,034+544.9% | $4,379+494.0% |
| Participant deferral / active EE | $17,067 | $5,842+192.1% | $5,318+220.9% | $6,730+153.6% |
| Admin fee / account holder | $4,136 | $11,961-65.4% | $10,693-61.3% | $14,365-71.2% |