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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 | $451,192 | $223,823+101.6% | $211,142+113.7% | $154,746+191.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.90% | 50.39%-38.5pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $22,252 | $6,787+227.9% | $6,442+245.4% | $4,379+408.1% |
| Participant deferral / active EE | $24,038 | $9,750+146.5% | $9,284+158.9% | $6,730+257.2% |
| Admin fee / account holder | $3,146 | $19,707-84.0% | $19,076-83.5% | $14,365-78.1% |