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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 | $397,365 | $209,336+89.8% | $197,124+101.6% | $137,256+189.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.81% | 48.09%-34.3pp | 44.34%-30.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $19,636 | $6,591+197.9% | $6,227+215.3% | $4,156+372.5% |
| Participant deferral / active EE | $16,227 | $9,614+68.8% | $9,135+77.6% | $6,407+153.3% |
| Admin fee / account holder | $100,249 | $17,308+479.2% | $16,298+515.1% | $12,270+717.0% |