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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 | $476,937 | $185,883+156.6% | $170,043+180.5% | $139,466+242.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.35% | 60.54%-22.2pp | 53.40%-15.1pp | 373.66%-335.3pp |
| Employer contribution / active EE | $7,759 | $7,596+2.1% | $6,790+14.3% | $4,754+63.2% |
| Participant deferral / active EE | $21,100 | $11,626+81.5% | $10,410+102.7% | $6,712+214.4% |
| Admin fee / account holder | $1,637 | $15,393-89.4% | $12,824-87.2% | $11,409-85.7% |