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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 | $264,208 | $201,344+31.2% | $184,243+43.4% | $145,877+81.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.08% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $9,361 | $7,022+33.3% | $6,427+45.6% | $4,663+100.7% |
| Participant deferral / active EE | $11,115 | $9,807+13.3% | $9,132+21.7% | $6,691+66.1% |
| Admin fee / account holder | $573 | $16,382-96.5% | $13,914-95.9% | $13,402-95.7% |