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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 | $374,263 | $85,094+339.8% | $76,327+390.3% | $145,884+156.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 12.28% | 13.13%-0.9pp | 13.79%-1.5pp | 551.85%-539.6pp |
| Employer contribution / active EE | $7,485 | $5,261+42.3% | $4,584+63.3% | $4,662+60.6% |
| Participant deferral / active EE | $12,645 | $6,390+97.9% | $5,478+130.8% | $6,690+89.0% |
| Admin fee / account holder | $5,009 | $5,773-13.2% | $5,139-2.5% | $13,392-62.6% |