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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 | $256,107 | $201,264+27.2% | $184,185+39.0% | $145,978+75.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.81% | 29.00%-15.2pp | 28.81%-15.0pp | 550.52%-536.7pp |
| Employer contribution / active EE | $11,997 | $7,021+70.9% | $6,426+86.7% | $4,662+157.3% |
| Participant deferral / active EE | $18,524 | $9,806+88.9% | $9,132+102.8% | $6,690+176.9% |
| Admin fee / account holder | $15,056 | $16,376-8.1% | $13,909+8.2% | $13,400+12.4% |