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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 | $323,300 | $201,264+60.6% | $184,185+75.5% | $145,978+121.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.95% | 29.00%-11.1pp | 28.81%-10.9pp | 550.52%-532.6pp |
| Employer contribution / active EE | $38,606 | $7,021+449.9% | $6,426+500.8% | $4,662+728.1% |
| Participant deferral / active EE | $22,415 | $9,806+128.6% | $9,132+145.4% | $6,690+235.1% |
| Admin fee / account holder | $21,755 | $16,376+32.9% | $13,909+56.4% | $13,400+62.4% |