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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 | $303,153 | $155,555+94.9% | $146,866+106.4% | $155,188+95.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.64% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $13,485 | $4,647+190.2% | $4,425+204.8% | $4,248+217.5% |
| Participant deferral / active EE | $10,400 | $8,044+29.3% | $7,759+34.0% | $6,531+59.2% |
| Admin fee / account holder | $8,174 | $14,755-44.6% | $13,620-40.0% | $14,480-43.5% |