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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 | $492,285 | $201,344+144.5% | $184,243+167.2% | $145,877+237.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.20% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $13,342 | $7,022+90.0% | $6,427+107.6% | $4,663+186.1% |
| Participant deferral / active EE | $24,250 | $9,807+147.3% | $9,132+165.5% | $6,691+262.5% |
| Admin fee / account holder | $561 | $16,382-96.6% | $13,914-96.0% | $13,402-95.8% |