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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 | $201,370+156.5% | $184,256+180.3% | $145,897+254.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.79% | 29.05%-16.3pp | 28.85%-16.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,996 | $7,024-57.3% | $6,427-53.4% | $4,663-35.7% |
| Participant deferral / active EE | $6,832 | $9,808-30.3% | $9,133-25.2% | $6,689+2.1% |
| Admin fee / account holder | $18,905 | $16,364+15.5% | $13,899+36.0% | $13,390+41.2% |