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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 | $325,256 | $201,344+61.5% | $184,243+76.5% | $145,877+123.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.74% | 29.01%-9.3pp | 28.82%-9.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $29,000 | $7,022+313.0% | $6,427+351.2% | $4,663+521.9% |
| Participant deferral / active EE | $17,833 | $9,807+81.8% | $9,132+95.3% | $6,691+166.5% |
| Admin fee / account holder | $35,333 | $16,382+115.7% | $13,914+153.9% | $13,402+163.6% |