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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 | $329,524 | $149,679+120.2% | $117,039+181.6% | $147,586+123.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.54% | 19.31%-3.8pp | 18.95%-3.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $8,681 | $4,937+75.8% | $3,785+129.4% | $4,876+78.0% |
| Participant deferral / active EE | $14,861 | $4,912+202.6% | $3,929+278.2% | $5,439+173.2% |
| Admin fee / account holder | $2,607 | $7,856-66.8% | $5,974-56.4% | $10,886-76.0% |