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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 | $416,767 | $201,344+107.0% | $184,243+126.2% | $145,877+185.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.08% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $17,607 | $7,022+150.7% | $6,427+174.0% | $4,663+277.6% |
| Participant deferral / active EE | $18,138 | $9,807+85.0% | $9,132+98.6% | $6,691+171.1% |
| Admin fee / account holder | $9,912 | $16,382-39.5% | $13,914-28.8% | $13,402-26.0% |