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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 | $344,952 | $201,370+71.3% | $184,256+87.2% | $145,897+136.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.54% | 29.05%-16.5pp | 28.85%-16.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $16,069 | $7,024+128.8% | $6,427+150.0% | $4,663+244.6% |
| Participant deferral / active EE | $10,433 | $9,808+6.4% | $9,133+14.2% | $6,689+56.0% |
| Admin fee / account holder | $644 | $16,364-96.1% | $13,899-95.4% | $13,390-95.2% |