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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 | $418,480 | $212,386+97.0% | $199,883+109.4% | $138,895+201.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 29.02% | 47.75%-18.7pp | 43.81%-14.8pp | 145.39%-116.4pp |
| Employer contribution / active EE | $14,459 | $6,625+118.3% | $6,261+130.9% | $4,194+244.7% |
| Participant deferral / active EE | $14,752 | $9,617+53.4% | $9,138+61.4% | $6,396+130.6% |
| Admin fee / account holder | $4,735 | $18,233-74.0% | $17,268-72.6% | $12,562-62.3% |