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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 | $424,503 | $212,386+99.9% | $199,883+112.4% | $138,895+205.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.36% | 47.75%-35.4pp | 43.81%-31.4pp | 145.39%-133.0pp |
| Employer contribution / active EE | $17,767 | $6,625+168.2% | $6,261+183.8% | $4,194+323.6% |
| Participant deferral / active EE | $20,518 | $9,617+113.4% | $9,138+124.5% | $6,396+220.8% |
| Admin fee / account holder | $32,128 | $18,233+76.2% | $17,268+86.1% | $12,562+155.8% |