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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 | $512,163 | $210,908+142.8% | $153,643+233.3% | $145,884+251.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.39% | 13.46%-1.1pp | 15.71%-3.3pp | 551.85%-539.5pp |
| Employer contribution / active EE | $26,823 | $6,055+343.0% | $5,039+432.3% | $4,662+475.3% |
| Participant deferral / active EE | $10,503 | $7,976+31.7% | $6,754+55.5% | $6,690+57.0% |
| Admin fee / account holder | $11,661 | $19,477-40.1% | $12,739-8.5% | $13,392-12.9% |