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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 | $468,813 | $227,291+106.3% | $214,702+118.4% | $155,188+202.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.88% | 60.08%-47.2pp | 54.55%-41.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $20,138 | $6,772+197.4% | $6,461+211.7% | $4,248+374.1% |
| Participant deferral / active EE | $11,214 | $9,582+17.0% | $9,147+22.6% | $6,531+71.7% |
| Admin fee / account holder | $47,054 | $20,413+130.5% | $19,830+137.3% | $14,480+225.0% |