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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 | $375,266 | $201,372+86.4% | $184,260+103.7% | $145,884+157.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.14% | 29.04%-16.9pp | 28.84%-16.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $12,125 | $7,024+72.6% | $6,427+88.6% | $4,662+160.1% |
| Participant deferral / active EE | $9,700 | $9,808-1.1% | $9,133+6.2% | $6,690+45.0% |
| Admin fee / account holder | $2,570 | $16,362-84.3% | $13,898-81.5% | $13,392-80.8% |