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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 | $338,608 | $201,370+68.2% | $184,256+83.8% | $145,897+132.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.21% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $7,560 | $7,024+7.6% | $6,427+17.6% | $4,663+62.1% |
| Participant deferral / active EE | $11,540 | $9,808+17.7% | $9,133+26.4% | $6,689+72.5% |
| Admin fee / account holder | $6,631 | $16,364-59.5% | $13,899-52.3% | $13,390-50.5% |