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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 | $352,586 | $201,344+75.1% | $184,243+91.4% | $145,877+141.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.46% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $19,487 | $7,022+177.5% | $6,427+203.2% | $4,663+317.9% |
| Participant deferral / active EE | $16,672 | $9,807+70.0% | $9,132+82.6% | $6,691+149.2% |
| Admin fee / account holder | $10,842 | $16,382-33.8% | $13,914-22.1% | $13,402-19.1% |