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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 | $509,410 | $159,934+218.5% | $147,005+246.5% | $145,959+249.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.25% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,040 | $5,287-80.3% | $4,934-78.9% | $4,661-77.7% |
| Participant deferral / active EE | $9,572 | $8,427+13.6% | $8,070+18.6% | $6,689+43.1% |
| Admin fee / account holder | $22,429 | $15,053+49.0% | $13,006+72.4% | $13,398+67.4% |