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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 | $291,296 | $154,159+89.0% | $130,026+124.0% | $139,456+108.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.47% | 32.50%-17.0pp | -137.26%+152.7pp | 373.45%-358.0pp |
| Employer contribution / active EE | $11,444 | $5,292+116.3% | $4,321+164.8% | $4,753+140.8% |
| Participant deferral / active EE | $12,963 | $6,710+93.2% | $5,821+122.7% | $6,711+93.1% |
| Admin fee / account holder | $11,360 | $14,001-18.9% | $10,608+7.1% | $11,407-0.4% |