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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 | $775,132 | $201,344+285.0% | $184,243+320.7% | $145,877+431.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.71% | 29.01%-11.3pp | 28.82%-11.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $13,549 | $7,022+92.9% | $6,427+110.8% | $4,663+190.6% |
| Participant deferral / active EE | $12,135 | $9,807+23.7% | $9,132+32.9% | $6,691+81.4% |
| Admin fee / account holder | $20,269 | $16,382+23.7% | $13,914+45.7% | $13,402+51.2% |