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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 | $292,023 | $211,288+38.2% | $178,540+63.6% | $145,884+100.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.71% | 30.27%-18.6pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $11,715 | $4,574+156.1% | $3,953+196.4% | $4,662+151.3% |
| Participant deferral / active EE | $18,465 | $6,967+165.1% | $6,281+194.0% | $6,690+176.0% |
| Admin fee / account holder | $19,888 | $12,105+64.3% | $10,424+90.8% | $13,392+48.5% |