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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 | $389,808 | $167,522+132.7% | $151,639+157.1% | $134,532+189.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 16.27% | 7.81%+8.5pp | 3.34%+12.9pp | 418.27%-402.0pp |
| Employer contribution / active EE | $34,494 | $6,828+405.2% | $6,165+459.5% | $4,741+627.6% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,634 | $13,780+20.7% | $11,613+43.2% | $11,429+45.6% |