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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 | $212,386+128.0% | $199,883+142.3% | $138,895+248.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.61% | 47.75%-31.1pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $20,503 | $6,625+209.5% | $6,261+227.4% | $4,194+388.8% |
| Participant deferral / active EE | $23,420 | $9,617+143.5% | $9,138+156.3% | $6,396+266.2% |
| Admin fee / account holder | $496 | $18,233-97.3% | $17,268-97.1% | $12,562-96.1% |