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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 | $618,200 | $201,344+207.0% | $184,243+235.5% | $145,877+323.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.24% | 29.01%-16.8pp | 28.82%-16.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $9,825 | $7,022+39.9% | $6,427+52.9% | $4,663+110.7% |
| Participant deferral / active EE | $20,095 | $9,807+104.9% | $9,132+120.0% | $6,691+200.3% |
| Admin fee / account holder | $5,273 | $16,382-67.8% | $13,914-62.1% | $13,402-60.7% |