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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 | $223,823+189.1% | $211,142+206.4% | $154,746+318.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.24% | 50.39%-31.2pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $47,667 | $6,787+602.4% | $6,442+639.9% | $4,379+988.5% |
| Participant deferral / active EE | $12,183 | $9,750+25.0% | $9,284+31.2% | $6,730+81.0% |
| Admin fee / account holder | $2,997 | $19,707-84.8% | $19,076-84.3% | $14,365-79.1% |