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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 | $645,314 | $212,386+203.8% | $199,883+222.8% | $138,895+364.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 14.68% | 47.75%-33.1pp | 43.81%-29.1pp | 145.39%-130.7pp |
| Employer contribution / active EE | $11,757 | $6,625+77.5% | $6,261+87.8% | $4,194+180.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $19,232 | $18,233+5.5% | $17,268+11.4% | $12,562+53.1% |