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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 | $433,311 | $201,370+115.2% | $184,256+135.2% | $145,897+197.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.35% | 29.05%+3.3pp | 28.85%+3.5pp | 552.29%-519.9pp |
| Employer contribution / active EE | $12,676 | $7,024+80.5% | $6,427+97.2% | $4,663+171.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $47,382 | $16,364+189.5% | $13,899+240.9% | $13,390+253.8% |