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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 | $293,115 | $201,372+45.6% | $184,260+59.1% | $145,884+100.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.60% | 29.04%-18.4pp | 28.84%-18.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $24,812 | $7,024+253.3% | $6,427+286.0% | $4,662+432.2% |
| Participant deferral / active EE | $16,007 | $9,808+63.2% | $9,133+75.3% | $6,690+139.3% |
| Admin fee / account holder | $25,055 | $16,362+53.1% | $13,898+80.3% | $13,392+87.1% |