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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 | $289,195 | $129,737+122.9% | $119,126+142.8% | $154,746+86.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.74% | 379.08%-365.3pp | 282.11%-268.4pp | 172.34%-158.6pp |
| Employer contribution / active EE | $4,302 | $4,375-1.7% | $4,034+6.7% | $4,379-1.8% |
| Participant deferral / active EE | $14,417 | $5,842+146.8% | $5,318+171.1% | $6,730+114.2% |
| Admin fee / account holder | $11,500 | $11,961-3.9% | $10,693+7.5% | $14,365-19.9% |