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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 | $595,418 | $201,344+195.7% | $184,243+223.2% | $145,877+308.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.15% | 29.01%-7.9pp | 28.82%-7.7pp | 551.28%-530.1pp |
| Employer contribution / active EE | $6,994 | $7,022-0.4% | $6,427+8.8% | $4,663+50.0% |
| Participant deferral / active EE | $9,360 | $9,807-4.6% | $9,132+2.5% | $6,691+39.9% |
| Admin fee / account holder | $946 | $16,382-94.2% | $13,914-93.2% | $13,402-92.9% |