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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 | $262,415 | $201,370+30.3% | $184,256+42.4% | $145,897+79.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.39% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $14,229 | $7,024+102.6% | $6,427+121.4% | $4,663+205.2% |
| Participant deferral / active EE | $21,492 | $9,808+119.1% | $9,133+135.3% | $6,689+221.3% |
| Admin fee / account holder | $26,408 | $16,364+61.4% | $13,899+90.0% | $13,390+97.2% |