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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 | $561,821 | $201,372+179.0% | $184,260+204.9% | $145,884+285.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.57% | 29.04%-17.5pp | 28.84%-17.3pp | 551.85%-540.3pp |
| Employer contribution / active EE | $14,632 | $7,024+108.3% | $6,427+127.6% | $4,662+213.8% |
| Participant deferral / active EE | $16,034 | $9,808+63.5% | $9,133+75.6% | $6,690+139.7% |
| Admin fee / account holder | $5,191 | $16,362-68.3% | $13,898-62.7% | $13,392-61.2% |