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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 | $338,400 | $201,259+68.1% | $184,200+83.7% | $145,959+131.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $10,759 | $7,018+53.3% | $6,424+67.5% | $4,661+130.8% |
| Participant deferral / active EE | $19,550 | $9,806+99.4% | $9,132+114.1% | $6,689+192.3% |
| Admin fee / account holder | $1,066 | $16,372-93.5% | $13,907-92.3% | $13,398-92.0% |