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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 | $455,047 | $181,062+151.3% | $158,223+187.6% | $155,188+193.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 11.90% | 57.39%-45.5pp | 52.09%-40.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $19,768 | $4,565+333.1% | $4,109+381.1% | $4,248+365.4% |
| Participant deferral / active EE | $14,614 | $6,134+138.2% | $5,467+167.3% | $6,531+123.8% |
| Admin fee / account holder | $32,336 | $18,825+71.8% | $16,047+101.5% | $14,480+123.3% |