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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 | $465,050 | $148,623+212.9% | $135,974+242.0% | $139,466+233.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.02% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $9,205 | $5,246+75.5% | $4,859+89.4% | $4,754+93.6% |
| Participant deferral / active EE | $23,158 | $8,103+185.8% | $7,760+198.4% | $6,712+245.0% |
| Admin fee / account holder | $23,100 | $12,406+86.2% | $10,767+114.6% | $11,409+102.5% |