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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 | $298,084 | $201,370+48.0% | $184,256+61.8% | $145,897+104.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.05%-16.0pp | 28.85%-15.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $24,562 | $7,024+249.7% | $6,427+282.2% | $4,663+426.8% |
| Participant deferral / active EE | $15,639 | $9,808+59.5% | $9,133+71.2% | $6,689+133.8% |
| Admin fee / account holder | $29,696 | $16,364+81.5% | $13,899+113.6% | $13,390+121.8% |