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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 | $475,304 | $209,336+127.1% | $197,124+141.1% | $137,256+246.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.66% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $21,517 | $6,591+226.5% | $6,227+245.5% | $4,156+417.7% |
| Participant deferral / active EE | $17,884 | $9,614+86.0% | $9,135+95.8% | $6,407+179.1% |
| Admin fee / account holder | $13,332 | $17,308-23.0% | $16,298-18.2% | $12,270+8.7% |