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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 | $337,039 | $201,344+67.4% | $184,243+82.9% | $145,877+131.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.26% | 29.01%-0.7pp | 28.82%-0.6pp | 551.28%-523.0pp |
| Employer contribution / active EE | $10,395 | $7,022+48.0% | $6,427+61.7% | $4,663+122.9% |
| Participant deferral / active EE | $21,425 | $9,807+118.5% | $9,132+134.6% | $6,691+220.2% |
| Admin fee / account holder | $9,303 | $16,382-43.2% | $13,914-33.1% | $13,402-30.6% |