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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 | $303,713 | $117,829+157.8% | $102,423+196.5% | $145,877+108.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 31.83%-22.1pp | 29.42%-19.7pp | 551.28%-541.5pp |
| Employer contribution / active EE | $10,921 | $3,615+202.1% | $3,023+261.3% | $4,663+134.2% |
| Participant deferral / active EE | $10,146 | $5,732+77.0% | $5,054+100.7% | $6,691+51.6% |
| Admin fee / account holder | $13,659 | $13,335+2.4% | $9,455+44.5% | $13,402+1.9% |