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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 | $468,822 | $201,372+132.8% | $184,260+154.4% | $145,884+221.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.06% | 29.04%-18.0pp | 28.84%-17.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $9,079 | $7,024+29.3% | $6,427+41.3% | $4,662+94.7% |
| Participant deferral / active EE | $17,356 | $9,808+77.0% | $9,133+90.0% | $6,690+159.5% |
| Admin fee / account holder | $3,290 | $16,362-79.9% | $13,898-76.3% | $13,392-75.4% |