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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 | $325,377 | $201,370+61.6% | $184,256+76.6% | $145,897+123.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.22% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $19,427 | $7,024+176.6% | $6,427+202.3% | $4,663+316.7% |
| Participant deferral / active EE | $16,044 | $9,808+63.6% | $9,133+75.7% | $6,689+139.8% |
| Admin fee / account holder | $2,074 | $16,364-87.3% | $13,899-85.1% | $13,390-84.5% |