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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 | $538,097 | $209,336+157.0% | $197,124+173.0% | $137,256+292.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 70.37% | 48.09%+22.3pp | 44.34%+26.0pp | 220.34%-150.0pp |
| Employer contribution / active EE | $17,287 | $6,591+162.3% | $6,227+177.6% | $4,156+316.0% |
| Participant deferral / active EE | $19,693 | $9,614+104.8% | $9,135+115.6% | $6,407+207.4% |
| Admin fee / account holder | $17,584 | $17,308+1.6% | $16,298+7.9% | $12,270+43.3% |