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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 | $252,498 | $197,625+27.8% | $177,840+42.0% | $158,966+58.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.48% | 58.76%-49.3pp | 48.32%-38.8pp | 302.95%-293.5pp |
| Employer contribution / active EE | $12,807 | $6,698+91.2% | $5,919+116.4% | $4,762+168.9% |
| Participant deferral / active EE | $16,857 | $8,405+100.6% | $7,714+118.5% | $5,983+181.7% |
| Admin fee / account holder | $2,738 | $15,405-82.2% | $12,431-78.0% | $11,250-75.7% |