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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 | $616,639 | $201,370+206.2% | $184,256+234.7% | $145,897+322.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.17% | 29.05%-15.9pp | 28.85%-15.7pp | 552.29%-539.1pp |
| Employer contribution / active EE | $40,222 | $7,024+472.7% | $6,427+525.8% | $4,663+762.6% |
| Participant deferral / active EE | $12,512 | $9,808+27.6% | $9,133+37.0% | $6,689+87.0% |
| Admin fee / account holder | $3,393 | $16,364-79.3% | $13,899-75.6% | $13,390-74.7% |