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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 | $201,264+48.1% | $184,185+61.8% | $145,978+104.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.00%-15.9pp | 28.81%-15.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $24,562 | $7,021+249.9% | $6,426+282.3% | $4,662+426.9% |
| Participant deferral / active EE | $15,639 | $9,806+59.5% | $9,132+71.3% | $6,690+133.8% |
| Admin fee / account holder | $29,696 | $16,376+81.3% | $13,909+113.5% | $13,400+121.6% |