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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 | $646,020 | $209,336+208.6% | $197,124+227.7% | $137,256+370.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.17% | 48.09%-32.9pp | 44.34%-29.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $10,506 | $6,591+59.4% | $6,227+68.7% | $4,156+152.8% |
| Participant deferral / active EE | $13,663 | $9,614+42.1% | $9,135+49.6% | $6,407+113.3% |
| Admin fee / account holder | $539 | $17,308-96.9% | $16,298-96.7% | $12,270-95.6% |