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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 | $658,660 | $196,972+234.4% | $182,262+261.4% | $198,609+231.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.55% | 158.27%-142.7pp | 140.60%-125.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $12,000 | $5,364+123.7% | $5,046+137.8% | $5,055+137.4% |
| Participant deferral / active EE | $9,138 | $8,643+5.7% | $8,276+10.4% | $6,977+31.0% |
| Admin fee / account holder | $28,023 | $18,429+52.1% | $16,712+67.7% | $19,030+47.3% |