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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 | $210,343+63.2% | $153,432+123.7% | $145,959+135.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.59% | 13.38%-1.8pp | 15.66%-4.1pp | 561.95%-550.4pp |
| Employer contribution / active EE | $14,186 | $6,047+134.6% | $5,038+181.6% | $4,661+204.4% |
| Participant deferral / active EE | $10,167 | $7,977+27.5% | $6,757+50.5% | $6,689+52.0% |
| Admin fee / account holder | $20,028 | $19,424+3.1% | $12,725+57.4% | $13,398+49.5% |