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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 | $392,168 | $201,344+94.8% | $184,243+112.9% | $145,877+168.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.83% | 29.01%-18.2pp | 28.82%-18.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,593 | $7,022-63.1% | $6,427-59.7% | $4,663-44.4% |
| Participant deferral / active EE | $11,417 | $9,807+16.4% | $9,132+25.0% | $6,691+70.6% |
| Admin fee / account holder | $14,683 | $16,382-10.4% | $13,914+5.5% | $13,402+9.6% |