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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 | $210,908+62.7% | $153,643+123.4% | $145,884+135.3% |
| 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 | 551.85%-540.3pp |
| Employer contribution / active EE | $14,186 | $6,055+134.3% | $5,039+181.5% | $4,662+204.3% |
| Participant deferral / active EE | $10,167 | $7,976+27.5% | $6,754+50.5% | $6,690+52.0% |
| Admin fee / account holder | $20,028 | $19,477+2.8% | $12,739+57.2% | $13,392+49.6% |