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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 | $481,635 | $209,336+130.1% | $197,124+144.3% | $137,256+250.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.00% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $9,566 | $6,591+45.1% | $6,227+53.6% | $4,156+130.2% |
| Participant deferral / active EE | $30,063 | $9,614+212.7% | $9,135+229.1% | $6,407+369.2% |
| Admin fee / account holder | $3,303 | $17,308-80.9% | $16,298-79.7% | $12,270-73.1% |