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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 | $268,365 | $201,264+33.3% | $184,185+45.7% | $145,978+83.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.57% | 29.00%-11.4pp | 28.81%-11.2pp | 550.52%-533.0pp |
| Employer contribution / active EE | $15,000 | $7,021+113.7% | $6,426+133.4% | $4,662+221.8% |
| Participant deferral / active EE | $10,325 | $9,806+5.3% | $9,132+13.1% | $6,690+54.3% |
| Admin fee / account holder | $1,521 | $16,376-90.7% | $13,909-89.1% | $13,400-88.6% |