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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 | $503,112 | $201,370+149.8% | $184,256+173.1% | $145,897+244.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.83% | 29.05%-17.2pp | 28.85%-17.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $12,623 | $7,024+79.7% | $6,427+96.4% | $4,663+170.7% |
| Participant deferral / active EE | $8,895 | $9,808-9.3% | $9,133-2.6% | $6,689+33.0% |
| Admin fee / account holder | $55,437 | $16,364+238.8% | $13,899+298.8% | $13,390+314.0% |