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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 | $514,624 | $201,264+155.7% | $184,185+179.4% | $145,978+252.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.27% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $9,704 | $7,021+38.2% | $6,426+51.0% | $4,662+108.2% |
| Participant deferral / active EE | $22,847 | $9,806+133.0% | $9,132+150.2% | $6,690+241.5% |
| Admin fee / account holder | $39,435 | $16,376+140.8% | $13,909+183.5% | $13,400+194.3% |