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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 | $272,375 | $165,361+64.7% | $149,715+81.9% | $158,950+71.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.14% | 348.24%-337.1pp | 276.66%-265.5pp | 302.91%-291.8pp |
| Employer contribution / active EE | $5,865 | $5,103+14.9% | $4,645+26.3% | $4,762+23.2% |
| Participant deferral / active EE | $10,800 | $7,182+50.4% | $6,842+57.8% | $5,983+80.5% |
| Admin fee / account holder | $2,972 | $10,808-72.5% | $9,310-68.1% | $11,248-73.6% |