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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 | $395,940 | $201,372+96.6% | $184,260+114.9% | $145,884+171.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 29.04%-11.2pp | 28.84%-11.0pp | 551.85%-534.0pp |
| Employer contribution / active EE | $9,159 | $7,024+30.4% | $6,427+42.5% | $4,662+96.4% |
| Participant deferral / active EE | $28,625 | $9,808+191.9% | $9,133+213.4% | $6,690+327.9% |
| Admin fee / account holder | $2,432 | $16,362-85.1% | $13,898-82.5% | $13,392-81.8% |