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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 | $687,143 | $223,823+207.0% | $211,142+225.4% | $154,746+344.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.03% | 50.39%-26.4pp | 46.84%-22.8pp | 172.34%-148.3pp |
| Employer contribution / active EE | $11,823 | $6,787+74.2% | $6,442+83.5% | $4,379+170.0% |
| Participant deferral / active EE | $33,225 | $9,750+240.8% | $9,284+257.9% | $6,730+393.7% |
| Admin fee / account holder | $4,543 | $19,707-76.9% | $19,076-76.2% | $14,365-68.4% |