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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 | $288,351 | $201,370+43.2% | $184,256+56.5% | $145,897+97.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 29.05%-15.3pp | 28.85%-15.1pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,700 | $7,024-61.6% | $6,427-58.0% | $4,663-42.1% |
| Participant deferral / active EE | $25,077 | $9,808+155.7% | $9,133+174.6% | $6,689+274.9% |
| Admin fee / account holder | $395 | $16,364-97.6% | $13,899-97.2% | $13,390-97.1% |