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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 | $427,195 | $185,883+129.8% | $170,043+151.2% | $139,466+206.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 82.53% | 60.54%+22.0pp | 53.40%+29.1pp | 373.66%-291.1pp |
| Employer contribution / active EE | $24,471 | $7,596+222.1% | $6,790+260.4% | $4,754+414.8% |
| Participant deferral / active EE | $19,333 | $11,626+66.3% | $10,410+85.7% | $6,712+188.0% |
| Admin fee / account holder | $958 | $15,393-93.8% | $12,824-92.5% | $11,409-91.6% |