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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 | $563,563 | $209,336+169.2% | $197,124+185.9% | $137,256+310.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.81% | 48.09%-31.3pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $16,885 | $6,591+156.2% | $6,227+171.1% | $4,156+306.3% |
| Participant deferral / active EE | $15,139 | $9,614+57.5% | $9,135+65.7% | $6,407+136.3% |
| Admin fee / account holder | $3,741 | $17,308-78.4% | $16,298-77.0% | $12,270-69.5% |