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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 | $339,476 | $132,099+157.0% | $115,599+193.7% | $138,895+144.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.16% | 176.76%-163.6pp | 111.10%-97.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $961 | $3,416-71.9% | $2,955-67.5% | $4,194-77.1% |
| Participant deferral / active EE | $1,639 | $5,617-70.8% | $4,889-66.5% | $6,396-74.4% |
| Admin fee / account holder | $15,028 | $15,650-4.0% | $12,841+17.0% | $12,562+19.6% |