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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 | $328,005 | $150,207+118.4% | $120,380+172.5% | $145,978+124.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.69% | 154.28%-140.6pp | 107.28%-93.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $5,083 | $4,351+16.8% | $3,465+46.7% | $4,662+9.0% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $15,786 | $12,203+29.4% | $9,421+67.6% | $13,400+17.8% |