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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 | $342,505 | $201,344+70.1% | $184,243+85.9% | $145,877+134.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.14% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $46,000 | $7,022+555.0% | $6,427+615.7% | $4,663+886.5% |
| Participant deferral / active EE | $26,750 | $9,807+172.8% | $9,132+192.9% | $6,691+299.8% |
| Admin fee / account holder | $7,565 | $16,382-53.8% | $13,914-45.6% | $13,402-43.6% |