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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 | $134,817+144.7% | $123,973+166.1% | $155,188+112.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 10.14% | 515.49%-505.4pp | 388.13%-378.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $4,857 | $4,425+9.8% | $4,126+17.7% | $4,248+14.3% |
| Participant deferral / active EE | $9,275 | $5,706+62.5% | $5,247+76.8% | $6,531+42.0% |
| Admin fee / account holder | $24,972 | $13,245+88.5% | $11,799+111.6% | $14,480+72.5% |