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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 | $374,562 | $275,752+35.8% | $256,809+45.9% | $198,609+88.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 11.63% | 34.81%-23.2pp | 32.73%-21.1pp | 202.70%-191.1pp |
| Employer contribution / active EE | $27,977 | $7,721+262.4% | $7,263+285.2% | $5,055+453.4% |
| Participant deferral / active EE | $15,769 | $10,037+57.1% | $9,520+65.6% | $6,977+126.0% |
| Admin fee / account holder | $29,207 | $25,716+13.6% | $25,146+16.1% | $19,030+53.5% |