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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 | $498,186 | $227,291+119.2% | $214,702+132.0% | $155,188+221.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.37% | 60.08%-43.7pp | 54.55%-38.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $8,008 | $6,772+18.3% | $6,461+24.0% | $4,248+88.5% |
| Participant deferral / active EE | $9,606 | $9,582+0.2% | $9,147+5.0% | $6,531+47.1% |
| Admin fee / account holder | $2,255 | $20,413-89.0% | $19,830-88.6% | $14,480-84.4% |