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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 | $742,494 | $209,336+254.7% | $197,124+276.7% | $137,256+441.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.31% | 48.09%-34.8pp | 44.34%-31.0pp | 220.34%-207.0pp |
| Employer contribution / active EE | $23,398 | $6,591+255.0% | $6,227+275.7% | $4,156+463.0% |
| Participant deferral / active EE | $23,303 | $9,614+142.4% | $9,135+155.1% | $6,407+263.7% |
| Admin fee / account holder | $11,765 | $17,308-32.0% | $16,298-27.8% | $12,270-4.1% |