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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 | $299,025 | $201,344+48.5% | $184,243+62.3% | $145,877+105.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.71% | 29.01%-15.3pp | 28.82%-15.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $12,037 | $7,022+71.4% | $6,427+87.3% | $4,663+158.1% |
| Participant deferral / active EE | $13,376 | $9,807+36.4% | $9,132+46.5% | $6,691+99.9% |
| Admin fee / account holder | $2,276 | $16,382-86.1% | $13,914-83.6% | $13,402-83.0% |