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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 | $326,469 | $134,817+142.2% | $123,973+163.3% | $155,188+110.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.62% | 515.49%-504.9pp | 388.13%-377.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $15,749 | $4,425+255.9% | $4,126+281.7% | $4,248+270.8% |
| Participant deferral / active EE | $9,668 | $5,706+69.4% | $5,247+84.3% | $6,531+48.0% |
| Admin fee / account holder | $13,475 | $13,245+1.7% | $11,799+14.2% | $14,480-6.9% |