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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 | $348,911 | $275,752+26.5% | $256,809+35.9% | $198,609+75.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.04% | 34.81%-23.8pp | 32.73%-21.7pp | 202.70%-191.7pp |
| Employer contribution / active EE | $11,538 | $7,721+49.4% | $7,263+58.9% | $5,055+128.2% |
| Participant deferral / active EE | $18,523 | $10,037+84.5% | $9,520+94.6% | $6,977+165.5% |
| Admin fee / account holder | $1,043,587 | $25,716+3958.2% | $25,146+4050.1% | $19,030+5383.8% |