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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 | $414,906 | $201,372+106.0% | $184,260+125.2% | $145,884+184.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.07% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $25,094 | $7,024+257.3% | $6,427+290.4% | $4,662+438.2% |
| Participant deferral / active EE | $13,581 | $9,808+38.5% | $9,133+48.7% | $6,690+103.0% |
| Admin fee / account holder | $9,361 | $16,362-42.8% | $13,898-32.6% | $13,392-30.1% |