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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 | $630,739 | $196,972+220.2% | $182,262+246.1% | $198,609+217.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 17.07% | 158.27%-141.2pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $9,953 | $5,364+85.6% | $5,046+97.2% | $5,055+96.9% |
| Participant deferral / active EE | $6,460 | $8,643-25.3% | $8,276-21.9% | $6,977-7.4% |
| Admin fee / account holder | $59,533 | $18,429+223.0% | $16,712+256.2% | $19,030+212.8% |