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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 | $484,942 | $201,264+140.9% | $184,185+163.3% | $145,978+232.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 29.00%-13.1pp | 28.81%-12.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $7,888 | $7,021+12.3% | $6,426+22.8% | $4,662+69.2% |
| Participant deferral / active EE | $13,742 | $9,806+40.1% | $9,132+50.5% | $6,690+105.4% |
| Admin fee / account holder | $14,901 | $16,376-9.0% | $13,909+7.1% | $13,400+11.2% |