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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 | $671,615 | $227,291+195.5% | $214,702+212.8% | $155,188+332.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.71% | 60.08%-46.4pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $18,700 | $6,772+176.2% | $6,461+189.4% | $4,248+340.2% |
| Participant deferral / active EE | $18,236 | $9,582+90.3% | $9,147+99.4% | $6,531+179.2% |
| Admin fee / account holder | $5,133 | $20,413-74.9% | $19,830-74.1% | $14,480-64.5% |