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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 | $335,278 | $124,980+168.3% | $108,359+209.4% | $154,746+116.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.59% | 45.00%-35.4pp | 36.89%-27.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $19,849 | $2,851+596.3% | $2,399+727.2% | $4,379+353.3% |
| Participant deferral / active EE | $13,085 | $4,743+175.9% | $4,137+216.3% | $6,730+94.4% |
| Admin fee / account holder | $2,790 | $11,502-75.7% | $9,741-71.4% | $14,365-80.6% |