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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 | $333,241 | $201,264+65.6% | $184,185+80.9% | $145,978+128.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.19% | 29.00%-16.8pp | 28.81%-16.6pp | 550.52%-538.3pp |
| Employer contribution / active EE | $4,990 | $7,021-28.9% | $6,426-22.3% | $4,662+7.0% |
| Participant deferral / active EE | $10,951 | $9,806+11.7% | $9,132+19.9% | $6,690+63.7% |
| Admin fee / account holder | $34,388 | $16,376+110.0% | $13,909+147.2% | $13,400+156.6% |