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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 | $291,769 | $201,372+44.9% | $184,260+58.3% | $145,884+100.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.47% | 29.04%-4.6pp | 28.84%-4.4pp | 551.85%-527.4pp |
| Employer contribution / active EE | $19,967 | $7,024+184.3% | $6,427+210.6% | $4,662+328.3% |
| Participant deferral / active EE | $18,830 | $9,808+92.0% | $9,133+106.2% | $6,690+181.5% |
| Admin fee / account holder | $1,370 | $16,362-91.6% | $13,898-90.1% | $13,392-89.8% |