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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 | $466,219 | $201,370+131.5% | $184,256+153.0% | $145,897+219.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $7,143 | $7,024+1.7% | $6,427+11.1% | $4,663+53.2% |
| Participant deferral / active EE | $8,814 | $9,808-10.1% | $9,133-3.5% | $6,689+31.8% |
| Admin fee / account holder | $48,102 | $16,364+193.9% | $13,899+246.1% | $13,390+259.2% |