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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 | $467,929 | $201,344+132.4% | $184,243+154.0% | $145,877+220.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.13% | 29.01%-1.9pp | 28.82%-1.7pp | 551.28%-524.1pp |
| Employer contribution / active EE | $6,460 | $7,022-8.0% | $6,427+0.5% | $4,663+38.5% |
| Participant deferral / active EE | $16,134 | $9,807+64.5% | $9,132+76.7% | $6,691+141.1% |
| Admin fee / account holder | $14,481 | $16,382-11.6% | $13,914+4.1% | $13,402+8.1% |