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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 | $329,755 | $114,119+189.0% | $107,187+207.6% | $138,895+137.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 12.93% | 273.21%-260.3pp | 204.55%-191.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $5,161 | $4,059+27.2% | $3,782+36.5% | $4,194+23.1% |
| Participant deferral / active EE | $12,306 | $5,538+122.2% | $5,096+141.5% | $6,396+92.4% |
| Admin fee / account holder | $2,859 | $10,024-71.5% | $9,162-68.8% | $12,562-77.2% |