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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 | $290,251 | $201,372+44.1% | $184,260+57.5% | $145,884+99.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.64% | 29.04%-15.4pp | 28.84%-15.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $10,302 | $7,024+46.7% | $6,427+60.3% | $4,662+121.0% |
| Participant deferral / active EE | $6,589 | $9,808-32.8% | $9,133-27.9% | $6,690-1.5% |
| Admin fee / account holder | $814 | $16,362-95.0% | $13,898-94.1% | $13,392-93.9% |