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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 | $288,725 | $201,370+43.4% | $184,256+56.7% | $145,897+97.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.45% | 29.05%-9.6pp | 28.85%-9.4pp | 552.29%-532.8pp |
| Employer contribution / active EE | $8,757 | $7,024+24.7% | $6,427+36.3% | $4,663+87.8% |
| Participant deferral / active EE | $20,019 | $9,808+104.1% | $9,133+119.2% | $6,689+199.3% |
| Admin fee / account holder | $19,680 | $16,364+20.3% | $13,899+41.6% | $13,390+47.0% |