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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 | $290,495 | $209,336+38.8% | $197,124+47.4% | $137,256+111.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.57% | 48.09%-33.5pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $13,065 | $6,591+98.2% | $6,227+109.8% | $4,156+214.4% |
| Participant deferral / active EE | $18,089 | $9,614+88.2% | $9,135+98.0% | $6,407+182.3% |
| Admin fee / account holder | $17,712 | $17,308+2.3% | $16,298+8.7% | $12,270+44.3% |