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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 | $343,214 | $210,991+62.7% | $153,741+123.2% | $145,897+135.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 13.46%-1.9pp | 15.71%-4.1pp | 552.29%-540.7pp |
| Employer contribution / active EE | $14,186 | $6,057+134.2% | $5,042+181.4% | $4,663+204.3% |
| Participant deferral / active EE | $10,167 | $7,979+27.4% | $6,757+50.5% | $6,689+52.0% |
| Admin fee / account holder | $20,028 | $19,490+2.8% | $12,749+57.1% | $13,390+49.6% |