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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 | $314,126 | $201,264+56.1% | $184,185+70.5% | $145,978+115.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.39% | 29.00%-8.6pp | 28.81%-8.4pp | 550.52%-530.1pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,113 | $9,806+64.3% | $9,132+76.4% | $6,690+140.9% |
| Admin fee / account holder | $1,447 | $16,376-91.2% | $13,909-89.6% | $13,400-89.2% |