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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 | $518,849 | $223,823+131.8% | $211,142+145.7% | $154,746+235.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 15.23% | 50.39%-35.2pp | 46.84%-31.6pp | 172.34%-157.1pp |
| Employer contribution / active EE | $19,803 | $6,787+191.8% | $6,442+207.4% | $4,379+352.2% |
| Participant deferral / active EE | $13,638 | $9,750+39.9% | $9,284+46.9% | $6,730+102.6% |
| Admin fee / account holder | $3,941 | $19,707-80.0% | $19,076-79.3% | $14,365-72.6% |