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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 | $401,563 | $201,370+99.4% | $184,256+117.9% | $145,897+175.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.78% | 29.05%-11.3pp | 28.85%-11.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $8,977 | $7,024+27.8% | $6,427+39.7% | $4,663+92.5% |
| Participant deferral / active EE | $22,290 | $9,808+127.3% | $9,133+144.1% | $6,689+233.2% |
| Admin fee / account holder | $27,213 | $16,364+66.3% | $13,899+95.8% | $13,390+103.2% |