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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 | $628,169 | $154,193+307.4% | $130,045+383.0% | $139,466+350.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.65% | 32.51%-13.9pp | -137.30%+156.0pp | 373.66%-355.0pp |
| Employer contribution / active EE | $6,854 | $5,292+29.5% | $4,321+58.6% | $4,754+44.2% |
| Participant deferral / active EE | $18,097 | $6,709+169.8% | $5,820+211.0% | $6,712+169.6% |
| Admin fee / account holder | $33,940 | $13,989+142.6% | $10,600+220.2% | $11,409+197.5% |