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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 | $318,274 | $201,370+58.1% | $184,256+72.7% | $145,897+118.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.10% | 29.05%-12.9pp | 28.85%-12.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $8,816 | $7,024+25.5% | $6,427+37.2% | $4,663+89.1% |
| Participant deferral / active EE | $13,224 | $9,808+34.8% | $9,133+44.8% | $6,689+97.7% |
| Admin fee / account holder | $16,712 | $16,364+2.1% | $13,899+20.2% | $13,390+24.8% |