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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 | $201,264+24.7% | $184,185+36.3% | $145,978+72.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.45% | 29.00%-3.5pp | 28.81%-3.4pp | 550.52%-525.1pp |
| Employer contribution / active EE | $14,167 | $7,021+101.8% | $6,426+120.5% | $4,662+203.9% |
| Participant deferral / active EE | $22,146 | $9,806+125.8% | $9,132+142.5% | $6,690+231.1% |
| Admin fee / account holder | $1,489 | $16,376-90.9% | $13,909-89.3% | $13,400-88.9% |