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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 | $201,370+65.9% | $184,256+81.3% | $145,897+129.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.13% | 29.05%-18.9pp | 28.85%-18.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $10,041 | $7,024+43.0% | $6,427+56.2% | $4,663+115.4% |
| Participant deferral / active EE | $25,963 | $9,808+164.7% | $9,133+184.3% | $6,689+288.1% |
| Admin fee / account holder | $41,057 | $16,364+150.9% | $13,899+195.4% | $13,390+206.6% |