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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 | $480,131 | $154,193+211.4% | $130,045+269.2% | $139,466+244.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.04% | 32.51%-17.5pp | -137.30%+152.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $7,270 | $5,292+37.4% | $4,321+68.2% | $4,754+52.9% |
| Participant deferral / active EE | $16,177 | $6,709+141.1% | $5,820+178.0% | $6,712+141.0% |
| Admin fee / account holder | $31,716 | $13,989+126.7% | $10,600+199.2% | $11,409+178.0% |