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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 | $259,641 | $201,370+28.9% | $184,256+40.9% | $145,897+78.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.14% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $18,215 | $7,024+159.3% | $6,427+183.4% | $4,663+290.7% |
| Participant deferral / active EE | $12,800 | $9,808+30.5% | $9,133+40.1% | $6,689+91.4% |
| Admin fee / account holder | $671 | $16,364-95.9% | $13,899-95.2% | $13,390-95.0% |