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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 | $201,259+131.7% | $184,200+153.1% | $145,959+219.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.61% | 28.98%-16.4pp | 28.80%-16.2pp | 561.95%-549.3pp |
| Employer contribution / active EE | $7,143 | $7,018+1.8% | $6,424+11.2% | $4,661+53.3% |
| Participant deferral / active EE | $8,814 | $9,806-10.1% | $9,132-3.5% | $6,689+31.8% |
| Admin fee / account holder | $48,102 | $16,372+193.8% | $13,907+245.9% | $13,398+259.0% |