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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 | $275,706 | $210,698+30.9% | $178,014+54.9% | $145,959+88.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.38% | 386.27%-376.9pp | 294.80%-285.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,176 | $4,567-74.3% | $3,950-70.2% | $4,661-74.8% |
| Participant deferral / active EE | $15,991 | $6,958+129.8% | $6,276+154.8% | $6,689+139.1% |
| Admin fee / account holder | $13,500 | $12,016+12.3% | $10,362+30.3% | $13,398+0.8% |