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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 | $625,351 | $196,972+217.5% | $182,262+243.1% | $198,609+214.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.63% | 158.27%-136.6pp | 140.60%-119.0pp | 202.70%-181.1pp |
| Employer contribution / active EE | $9,338 | $5,364+74.1% | $5,046+85.1% | $5,055+84.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $17,632 | $18,429-4.3% | $16,712+5.5% | $19,030-7.3% |