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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 | $525,360 | $227,291+131.1% | $214,702+144.7% | $155,188+238.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 10.40% | 60.08%-49.7pp | 54.55%-44.2pp | 148.84%-138.4pp |
| Employer contribution / active EE | $11,528 | $6,772+70.2% | $6,461+78.4% | $4,248+171.4% |
| Participant deferral / active EE | $12,849 | $9,582+34.1% | $9,147+40.5% | $6,531+96.7% |
| Admin fee / account holder | $276,486 | $20,413+1254.5% | $19,830+1294.3% | $14,480+1809.5% |