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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 | $490,757 | $162,136+202.7% | $152,301+222.2% | $154,746+217.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.53% | 91.02%-78.5pp | 80.50%-68.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $7,493 | $4,890+53.2% | $4,624+62.0% | $4,379+71.1% |
| Participant deferral / active EE | $18,871 | $8,341+126.2% | $8,004+135.8% | $6,730+180.4% |
| Admin fee / account holder | $33,333 | $15,759+111.5% | $14,398+131.5% | $14,365+132.0% |