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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 | $292,023 | $211,224+38.3% | $178,505+63.6% | $145,897+100.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.71% | 30.28%-18.6pp | 27.16%-15.4pp | 552.29%-540.6pp |
| Employer contribution / active EE | $11,715 | $4,577+156.0% | $3,955+196.2% | $4,663+151.2% |
| Participant deferral / active EE | $18,465 | $6,966+165.1% | $6,280+194.0% | $6,689+176.0% |
| Admin fee / account holder | $19,888 | $12,109+64.2% | $10,428+90.7% | $13,390+48.5% |