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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 | $201,259+24.7% | $184,200+36.3% | $145,959+72.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.45% | 28.98%-3.5pp | 28.80%-3.3pp | 561.95%-536.5pp |
| Employer contribution / active EE | $14,167 | $7,018+101.9% | $6,424+120.5% | $4,661+204.0% |
| Participant deferral / active EE | $22,146 | $9,806+125.8% | $9,132+142.5% | $6,689+231.1% |
| Admin fee / account holder | $1,489 | $16,372-90.9% | $13,907-89.3% | $13,398-88.9% |