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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 | $443,071 | $196,972+124.9% | $182,262+143.1% | $198,609+123.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.39% | 158.27%-142.9pp | 140.60%-125.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $9,335 | $5,364+74.1% | $5,046+85.0% | $5,055+84.7% |
| Participant deferral / active EE | $10,808 | $8,643+25.0% | $8,276+30.6% | $6,977+54.9% |
| Admin fee / account holder | $23,095 | $18,429+25.3% | $16,712+38.2% | $19,030+21.4% |