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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 | $498,583 | $196,972+153.1% | $182,262+173.6% | $198,609+151.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.76% | 158.27%-143.5pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $17,237 | $5,364+221.4% | $5,046+241.6% | $5,055+241.0% |
| Participant deferral / active EE | $10,333 | $8,643+19.6% | $8,276+24.9% | $6,977+48.1% |
| Admin fee / account holder | $20,567 | $18,429+11.6% | $16,712+23.1% | $19,030+8.1% |