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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 | $227,291+111.9% | $214,702+124.3% | $155,188+210.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.00% | 60.08%-42.1pp | 54.55%-36.6pp | 148.84%-130.8pp |
| Employer contribution / active EE | $9,566 | $6,772+41.3% | $6,461+48.1% | $4,248+125.2% |
| Participant deferral / active EE | $30,063 | $9,582+213.7% | $9,147+228.7% | $6,531+360.3% |
| Admin fee / account holder | $3,303 | $20,413-83.8% | $19,830-83.3% | $14,480-77.2% |