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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 | $201,370+139.0% | $184,256+161.2% | $145,897+229.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $5,460 | $7,024-22.3% | $6,427-15.0% | $4,663+17.1% |
| Participant deferral / active EE | $17,832 | $9,808+81.8% | $9,133+95.2% | $6,689+166.6% |
| Admin fee / account holder | $1,112 | $16,364-93.2% | $13,899-92.0% | $13,390-91.7% |