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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 | $257,726 | $165,381+55.8% | $149,730+72.1% | $158,966+62.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.05% | 348.29%-337.2pp | 276.70%-265.6pp | 302.95%-291.9pp |
| Employer contribution / active EE | $21,429 | $5,104+319.8% | $4,645+361.3% | $4,762+349.9% |
| Participant deferral / active EE | $4,065 | $7,182-43.4% | $6,843-40.6% | $5,983-32.1% |
| Admin fee / account holder | $2,588 | $10,809-76.1% | $9,310-72.2% | $11,250-77.0% |