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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 | $546,278 | $223,823+144.1% | $211,142+158.7% | $154,746+253.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 12.20% | 50.39%-38.2pp | 46.84%-34.6pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,819 | $6,787-58.5% | $6,442-56.2% | $4,379-35.6% |
| Participant deferral / active EE | $12,211 | $9,750+25.2% | $9,284+31.5% | $6,730+81.4% |
| Admin fee / account holder | $504 | $19,707-97.4% | $19,076-97.4% | $14,365-96.5% |