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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 | $544,278 | $209,336+160.0% | $197,124+176.1% | $137,256+296.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.82% | 48.09%-33.3pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $8,340 | $6,591+26.5% | $6,227+33.9% | $4,156+100.7% |
| Participant deferral / active EE | $12,170 | $9,614+26.6% | $9,135+33.2% | $6,407+90.0% |
| Admin fee / account holder | $878 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |