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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 | $496,379 | $227,291+118.4% | $214,702+131.2% | $155,188+219.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.85% | 60.08%-46.2pp | 54.55%-40.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $10,000 | $6,772+47.7% | $6,461+54.8% | $4,248+135.4% |
| Participant deferral / active EE | $21,031 | $9,582+119.5% | $9,147+129.9% | $6,531+222.0% |
| Admin fee / account holder | $4,882 | $20,413-76.1% | $19,830-75.4% | $14,480-66.3% |