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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 | $272,310 | $201,259+35.3% | $184,200+47.8% | $145,959+86.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.74% | 28.98%-3.2pp | 28.80%-3.1pp | 561.95%-536.2pp |
| Employer contribution / active EE | $29,641 | $7,018+322.4% | $6,424+361.4% | $4,661+536.0% |
| Participant deferral / active EE | $20,499 | $9,806+109.0% | $9,132+124.5% | $6,689+206.5% |
| Admin fee / account holder | $7,329 | $16,372-55.2% | $13,907-47.3% | $13,398-45.3% |