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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 | $412,890 | $201,344+105.1% | $184,243+124.1% | $145,877+183.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.62% | 29.01%-7.4pp | 28.82%-7.2pp | 551.28%-529.7pp |
| Employer contribution / active EE | $17,911 | $7,022+155.1% | $6,427+178.7% | $4,663+284.1% |
| Participant deferral / active EE | $11,693 | $9,807+19.2% | $9,132+28.0% | $6,691+74.8% |
| Admin fee / account holder | $363 | $16,382-97.8% | $13,914-97.4% | $13,402-97.3% |