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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 | $516,465 | $201,344+156.5% | $184,243+180.3% | $145,877+254.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.79% | 29.01%-16.2pp | 28.82%-16.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,996 | $7,022-57.3% | $6,427-53.4% | $4,663-35.7% |
| Participant deferral / active EE | $6,832 | $9,807-30.3% | $9,132-25.2% | $6,691+2.1% |
| Admin fee / account holder | $18,905 | $16,382+15.4% | $13,914+35.9% | $13,402+41.1% |