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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 | $250,991 | $110,379+127.4% | $102,412+145.1% | $145,884+72.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.19% | 24.84%-10.7pp | 24.94%-10.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $5,761 | $4,216+36.6% | $3,870+48.9% | $4,662+23.6% |
| Participant deferral / active EE | $9,931 | $5,622+76.7% | $5,060+96.3% | $6,690+48.5% |
| Admin fee / account holder | $13,046 | $9,745+33.9% | $8,388+55.5% | $13,392-2.6% |