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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 | $201,344+68.1% | $184,243+83.7% | $145,877+132.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.61% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $10,759 | $7,022+53.2% | $6,427+67.4% | $4,663+130.7% |
| Participant deferral / active EE | $19,550 | $9,807+99.4% | $9,132+114.1% | $6,691+192.2% |
| Admin fee / account holder | $1,066 | $16,382-93.5% | $13,914-92.3% | $13,402-92.0% |