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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 | $468,275 | $209,336+123.7% | $197,124+137.6% | $137,256+241.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.07% | 48.09%-23.0pp | 44.34%-19.3pp | 220.34%-195.3pp |
| Employer contribution / active EE | $41,357 | $6,591+527.5% | $6,227+564.1% | $4,156+895.1% |
| Participant deferral / active EE | $37,714 | $9,614+292.3% | $9,135+312.9% | $6,407+488.7% |
| Admin fee / account holder | $73,495 | $17,308+324.6% | $16,298+350.9% | $12,270+499.0% |