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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 | $365,337 | $165,381+120.9% | $149,730+144.0% | $158,966+129.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.92% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.0pp |
| Employer contribution / active EE | $10,870 | $5,104+113.0% | $4,645+134.0% | $4,762+128.2% |
| Participant deferral / active EE | $9,674 | $7,182+34.7% | $6,843+41.4% | $5,983+61.7% |
| Admin fee / account holder | $5,370 | $10,809-50.3% | $9,310-42.3% | $11,250-52.3% |