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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 | $276,444 | $134,817+105.1% | $123,973+123.0% | $155,188+78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.33% | 515.49%-502.2pp | 388.13%-374.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $7,293 | $4,425+64.8% | $4,126+76.8% | $4,248+71.7% |
| Participant deferral / active EE | $10,984 | $5,706+92.5% | $5,247+109.3% | $6,531+68.2% |
| Admin fee / account holder | $3,810 | $13,245-71.2% | $11,799-67.7% | $14,480-73.7% |