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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 | $263,057 | $275,752-4.6% | $256,809+2.4% | $198,609+32.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 15.62% | 34.81%-19.2pp | 32.73%-17.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $16,309 | $7,721+111.2% | $7,263+124.6% | $5,055+222.6% |
| Participant deferral / active EE | $10,918 | $10,037+8.8% | $9,520+14.7% | $6,977+56.5% |
| Admin fee / account holder | $84,934 | $25,716+230.3% | $25,146+237.8% | $19,030+346.3% |