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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 | $251,913 | $201,372+25.1% | $184,260+36.7% | $145,884+72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.12% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $13,621 | $7,024+93.9% | $6,427+111.9% | $4,662+192.2% |
| Participant deferral / active EE | $20,336 | $9,808+107.4% | $9,133+122.7% | $6,690+204.0% |
| Admin fee / account holder | $2,235 | $16,362-86.3% | $13,898-83.9% | $13,392-83.3% |