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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 | $553,205 | $201,344+174.8% | $184,243+200.3% | $145,877+279.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 37.94% | 29.01%+8.9pp | 28.82%+9.1pp | 551.28%-513.3pp |
| Employer contribution / active EE | $5,081 | $7,022-27.6% | $6,427-20.9% | $4,663+9.0% |
| Participant deferral / active EE | $17,934 | $9,807+82.9% | $9,132+96.4% | $6,691+168.1% |
| Admin fee / account holder | $12,555 | $16,382-23.4% | $13,914-9.8% | $13,402-6.3% |