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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 | $334,110 | $201,259+66.0% | $184,200+81.4% | $145,959+128.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 28.98%-18.9pp | 28.80%-18.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $10,041 | $7,018+43.1% | $6,424+56.3% | $4,661+115.4% |
| Participant deferral / active EE | $25,963 | $9,806+164.8% | $9,132+184.3% | $6,689+288.2% |
| Admin fee / account holder | $41,057 | $16,372+150.8% | $13,907+195.2% | $13,398+206.4% |