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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 | $251,560 | $201,370+24.9% | $184,256+36.5% | $145,897+72.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.89% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $24,894 | $7,024+254.4% | $6,427+287.3% | $4,663+433.9% |
| Participant deferral / active EE | $17,451 | $9,808+77.9% | $9,133+91.1% | $6,689+160.9% |
| Admin fee / account holder | $14,553 | $16,364-11.1% | $13,899+4.7% | $13,390+8.7% |