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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 | $526,672 | $223,823+135.3% | $211,142+149.4% | $154,746+240.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.40% | 50.39%-32.0pp | 46.84%-28.4pp | 172.34%-153.9pp |
| Employer contribution / active EE | $9,986 | $6,787+47.1% | $6,442+55.0% | $4,379+128.0% |
| Participant deferral / active EE | $21,730 | $9,750+122.9% | $9,284+134.1% | $6,730+222.9% |
| Admin fee / account holder | $2,136 | $19,707-89.2% | $19,076-88.8% | $14,365-85.1% |