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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 | $329,885 | $129,737+154.3% | $119,126+176.9% | $154,746+113.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 10.14% | 379.08%-368.9pp | 282.11%-272.0pp | 172.34%-162.2pp |
| Employer contribution / active EE | $4,857 | $4,375+11.0% | $4,034+20.4% | $4,379+10.9% |
| Participant deferral / active EE | $9,275 | $5,842+58.8% | $5,318+74.4% | $6,730+37.8% |
| Admin fee / account holder | $24,972 | $11,961+108.8% | $10,693+133.5% | $14,365+73.8% |