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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 | $201,344+139.0% | $184,243+161.2% | $145,877+229.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 29.01%-15.1pp | 28.82%-14.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $5,460 | $7,022-22.2% | $6,427-15.0% | $4,663+17.1% |
| Participant deferral / active EE | $17,832 | $9,807+81.8% | $9,132+95.3% | $6,691+166.5% |
| Admin fee / account holder | $1,112 | $16,382-93.2% | $13,914-92.0% | $13,402-91.7% |