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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 | $534,098 | $192,829+177.0% | $142,516+274.8% | $139,487+282.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 18.14% | 18.07%+0.1pp | 20.03%-1.9pp | 373.84%-355.7pp |
| Employer contribution / active EE | $39,313 | $5,808+576.8% | $4,849+710.8% | $4,755+726.8% |
| Participant deferral / active EE | $13,110 | $7,200+82.1% | $6,280+108.8% | $6,713+95.3% |
| Admin fee / account holder | $14,713 | $15,120-2.7% | $10,008+47.0% | $11,407+29.0% |