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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 | $251,028 | $201,370+24.7% | $184,256+36.2% | $145,897+72.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.45% | 29.05%-3.6pp | 28.85%-3.4pp | 552.29%-526.8pp |
| Employer contribution / active EE | $14,167 | $7,024+101.7% | $6,427+120.4% | $4,663+203.8% |
| Participant deferral / active EE | $22,146 | $9,808+125.8% | $9,133+142.5% | $6,689+231.1% |
| Admin fee / account holder | $1,489 | $16,364-90.9% | $13,899-89.3% | $13,390-88.9% |