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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 | $258,218 | $201,372+28.2% | $184,260+40.1% | $145,884+77.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.85% | 29.04%-15.2pp | 28.84%-15.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $21,030 | $7,024+199.4% | $6,427+227.2% | $4,662+351.1% |
| Participant deferral / active EE | $15,972 | $9,808+62.9% | $9,133+74.9% | $6,690+138.8% |
| Admin fee / account holder | $2,780 | $16,362-83.0% | $13,898-80.0% | $13,392-79.2% |