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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 | $469,460 | $201,370+133.1% | $184,256+154.8% | $145,897+221.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.23% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $13,831 | $7,024+96.9% | $6,427+115.2% | $4,663+196.6% |
| Participant deferral / active EE | $16,036 | $9,808+63.5% | $9,133+75.6% | $6,689+139.7% |
| Admin fee / account holder | $16,395 | $16,364+0.2% | $13,899+18.0% | $13,390+22.4% |