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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 | $450,835 | $201,344+123.9% | $184,243+144.7% | $145,877+209.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $4,286 | $7,022-39.0% | $6,427-33.3% | $4,663-8.1% |
| Participant deferral / active EE | $11,532 | $9,807+17.6% | $9,132+26.3% | $6,691+72.4% |
| Admin fee / account holder | $16,246 | $16,382-0.8% | $13,914+16.8% | $13,402+21.2% |