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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 | $431,019 | $209,336+105.9% | $197,124+118.7% | $137,256+214.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 35.02% | 48.09%-13.1pp | 44.34%-9.3pp | 220.34%-185.3pp |
| Employer contribution / active EE | $14,550 | $6,591+120.8% | $6,227+133.6% | $4,156+250.1% |
| Participant deferral / active EE | $22,800 | $9,614+137.2% | $9,135+149.6% | $6,407+255.9% |
| Admin fee / account holder | $6,476 | $17,308-62.6% | $16,298-60.3% | $12,270-47.2% |