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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 | $117,904+157.6% | $102,457+196.4% | $145,978+108.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.75% | 31.80%-22.0pp | 29.41%-19.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $10,921 | $3,613+202.2% | $3,022+261.4% | $4,662+134.3% |
| Participant deferral / active EE | $10,146 | $5,733+77.0% | $5,054+100.7% | $6,690+51.7% |
| Admin fee / account holder | $13,659 | $13,329+2.5% | $9,451+44.5% | $13,400+1.9% |