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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 | $276,493 | $165,381+67.2% | $149,730+84.7% | $158,966+73.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.96% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $13,497 | $5,104+164.4% | $4,645+190.6% | $4,762+183.4% |
| Participant deferral / active EE | $9,921 | $7,182+38.1% | $6,843+45.0% | $5,983+65.8% |
| Admin fee / account holder | $10,482 | $10,809-3.0% | $9,310+12.6% | $11,250-6.8% |