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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 | $313,673 | $209,336+49.8% | $197,124+59.1% | $137,256+128.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.49% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.8pp |
| Employer contribution / active EE | $12,030 | $6,591+82.5% | $6,227+93.2% | $4,156+189.5% |
| Participant deferral / active EE | $14,580 | $9,614+51.7% | $9,135+59.6% | $6,407+127.6% |
| Admin fee / account holder | $639 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |