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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 | $355,717 | $201,259+76.7% | $184,200+93.1% | $145,959+143.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.56% | 28.98%-2.4pp | 28.80%-2.2pp | 561.95%-535.4pp |
| Employer contribution / active EE | $32,213 | $7,018+359.0% | $6,424+401.4% | $4,661+591.1% |
| Participant deferral / active EE | $24,038 | $9,806+145.1% | $9,132+163.2% | $6,689+259.4% |
| Admin fee / account holder | $693 | $16,372-95.8% | $13,907-95.0% | $13,398-94.8% |