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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 | $481,270 | $201,259+139.1% | $184,200+161.3% | $145,959+229.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 28.98%-15.1pp | 28.80%-14.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $5,460 | $7,018-22.2% | $6,424-15.0% | $4,661+17.1% |
| Participant deferral / active EE | $17,832 | $9,806+81.8% | $9,132+95.3% | $6,689+166.6% |
| Admin fee / account holder | $1,112 | $16,372-93.2% | $13,907-92.0% | $13,398-91.7% |