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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 | $201,344+133.2% | $184,243+154.8% | $145,877+221.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.23% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $13,831 | $7,022+97.0% | $6,427+115.2% | $4,663+196.6% |
| Participant deferral / active EE | $16,036 | $9,807+63.5% | $9,132+75.6% | $6,691+139.7% |
| Admin fee / account holder | $16,395 | $16,382+0.1% | $13,914+17.8% | $13,402+22.3% |