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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 | $428,077 | $201,370+112.6% | $184,256+132.3% | $145,897+193.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.69% | 29.05%-6.4pp | 28.85%-6.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $7,569 | $7,024+7.8% | $6,427+17.8% | $4,663+62.3% |
| Participant deferral / active EE | $17,907 | $9,808+82.6% | $9,133+96.1% | $6,689+167.7% |
| Admin fee / account holder | $1,811 | $16,364-88.9% | $13,899-87.0% | $13,390-86.5% |