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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 | $347,137 | $155,555+123.2% | $146,866+136.4% | $155,188+123.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.99% | 115.41%-104.4pp | 102.85%-91.9pp | 148.84%-137.8pp |
| Employer contribution / active EE | $9,344 | $4,647+101.1% | $4,425+111.2% | $4,248+120.0% |
| Participant deferral / active EE | $62,113 | $8,044+672.1% | $7,759+700.5% | $6,531+851.0% |
| Admin fee / account holder | $32,645 | $14,755+121.2% | $13,620+139.7% | $14,480+125.5% |