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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 | $646,995 | $209,336+209.1% | $197,124+228.2% | $137,256+371.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.24% | 48.09%-28.9pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $47,667 | $6,591+623.2% | $6,227+665.4% | $4,156+1046.9% |
| Participant deferral / active EE | $12,183 | $9,614+26.7% | $9,135+33.4% | $6,407+90.2% |
| Admin fee / account holder | $2,997 | $17,308-82.7% | $16,298-81.6% | $12,270-75.6% |