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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 | $484,282 | $223,823+116.4% | $211,142+129.4% | $154,746+213.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.61% | 50.39%-33.8pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $20,503 | $6,787+202.1% | $6,442+218.3% | $4,379+368.2% |
| Participant deferral / active EE | $23,420 | $9,750+140.2% | $9,284+152.3% | $6,730+248.0% |
| Admin fee / account holder | $496 | $19,707-97.5% | $19,076-97.4% | $14,365-96.5% |