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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 | $288,029 | $155,555+85.2% | $146,866+96.1% | $155,188+85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.11% | 115.41%-103.3pp | 102.85%-90.7pp | 148.84%-136.7pp |
| Employer contribution / active EE | $32,344 | $4,647+596.1% | $4,425+631.0% | $4,248+661.4% |
| Participant deferral / active EE | $7,155 | $8,044-11.1% | $7,759-7.8% | $6,531+9.6% |
| Admin fee / account holder | $112,293 | $14,755+661.0% | $13,620+724.5% | $14,480+675.5% |