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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 | $396,089 | $107,809+267.4% | $97,032+308.2% | $155,188+155.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 144.46% | 38.06%+106.4pp | 35.38%+109.1pp | 148.84%-4.4pp |
| Employer contribution / active EE | $7,423 | $2,911+155.0% | $2,629+182.4% | $4,248+74.8% |
| Participant deferral / active EE | $7,279 | $5,129+41.9% | $4,672+55.8% | $6,531+11.4% |
| Admin fee / account holder | $19,001 | $10,717+77.3% | $9,418+101.8% | $14,480+31.2% |