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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 | $289,750 | $165,381+75.2% | $149,730+93.5% | $158,966+82.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.17% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $7,539 | $5,104+47.7% | $4,645+62.3% | $4,762+58.3% |
| Participant deferral / active EE | $8,447 | $7,182+17.6% | $6,843+23.4% | $5,983+41.2% |
| Admin fee / account holder | $2,229 | $10,809-79.4% | $9,310-76.1% | $11,250-80.2% |