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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 | $278,244 | $211,224+31.7% | $178,505+55.9% | $145,897+90.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.12% | 30.28%-21.2pp | 27.16%-18.0pp | 552.29%-543.2pp |
| Employer contribution / active EE | $35,568 | $4,577+677.2% | $3,955+799.3% | $4,663+662.8% |
| Participant deferral / active EE | $24,244 | $6,966+248.0% | $6,280+286.0% | $6,689+262.4% |
| Admin fee / account holder | $431 | $12,109-96.4% | $10,428-95.9% | $13,390-96.8% |