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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 | $302,400 | $183,627+64.7% | $155,602+94.3% | $145,978+107.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $29,825 | $5,316+461.0% | $4,675+537.9% | $4,662+539.8% |
| Participant deferral / active EE | $22,695 | $6,466+251.0% | $5,629+303.2% | $6,690+239.3% |
| Admin fee / account holder | $12,894 | $19,327-33.3% | $15,923-19.0% | $13,400-3.8% |