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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 | $358,980 | $211,288+69.9% | $178,540+101.1% | $145,884+146.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.19% | 30.27%-20.1pp | 27.15%-17.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $14,453 | $4,574+216.0% | $3,953+265.6% | $4,662+210.0% |
| Participant deferral / active EE | $11,967 | $6,967+71.8% | $6,281+90.5% | $6,690+78.9% |
| Admin fee / account holder | $5,962 | $12,105-50.8% | $10,424-42.8% | $13,392-55.5% |