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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 | $345,966 | $201,372+71.8% | $184,260+87.8% | $145,884+137.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.92% | 29.04%-14.1pp | 28.84%-13.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $7,791 | $7,024+10.9% | $6,427+21.2% | $4,662+67.1% |
| Participant deferral / active EE | $19,388 | $9,808+97.7% | $9,133+112.3% | $6,690+189.8% |
| Admin fee / account holder | $75,711 | $16,362+362.7% | $13,898+444.8% | $13,392+465.4% |