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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 | $209,336+147.9% | $197,124+163.2% | $137,256+278.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.23% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $19,803 | $6,591+200.5% | $6,227+218.0% | $4,156+376.5% |
| Participant deferral / active EE | $13,638 | $9,614+41.9% | $9,135+49.3% | $6,407+112.9% |
| Admin fee / account holder | $3,941 | $17,308-77.2% | $16,298-75.8% | $12,270-67.9% |