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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 | $535,339 | $201,372+165.8% | $184,260+190.5% | $145,884+267.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.33% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,836 | $7,024-59.6% | $6,427-55.9% | $4,662-39.2% |
| Participant deferral / active EE | $17,712 | $9,808+80.6% | $9,133+93.9% | $6,690+164.8% |
| Admin fee / account holder | $13,934 | $16,362-14.8% | $13,898+0.3% | $13,392+4.1% |