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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 | $308,234 | $201,372+53.1% | $184,260+67.3% | $145,884+111.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.48% | 29.04%-13.6pp | 28.84%-13.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $9,969 | $7,024+41.9% | $6,427+55.1% | $4,662+113.8% |
| Participant deferral / active EE | $22,645 | $9,808+130.9% | $9,133+148.0% | $6,690+238.5% |
| Admin fee / account holder | $63,411 | $16,362+287.5% | $13,898+356.3% | $13,392+373.5% |