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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 | $333,813 | $153,769+117.1% | $133,975+149.2% | $273,972+21.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 40.04% | 36.51%+3.5pp | 29.29%+10.7pp | 41.46%-1.4pp |
| Employer contribution / active EE | $12,285 | $6,029+103.8% | $5,211+135.7% | $4,869+152.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,168 | $11,765+45.9% | $9,324+84.1% | $10,133+69.4% |