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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 | $306,985 | $165,399+85.6% | $149,745+105.0% | $158,982+93.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.99% | 348.34%-336.3pp | 276.72%-264.7pp | 302.99%-291.0pp |
| Employer contribution / active EE | $9,765 | $5,105+91.3% | $4,646+110.2% | $4,763+105.0% |
| Participant deferral / active EE | $4,241 | $7,183-41.0% | $6,843-38.0% | $5,983-29.1% |
| Admin fee / account holder | $309 | $10,811-97.1% | $9,312-96.7% | $11,252-97.3% |