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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 | $223,823+92.6% | $211,142+104.1% | $154,746+178.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 35.02% | 50.39%-15.4pp | 46.84%-11.8pp | 172.34%-137.3pp |
| Employer contribution / active EE | $14,550 | $6,787+114.4% | $6,442+125.9% | $4,379+232.3% |
| Participant deferral / active EE | $22,800 | $9,750+133.8% | $9,284+145.6% | $6,730+238.8% |
| Admin fee / account holder | $6,476 | $19,707-67.1% | $19,076-66.1% | $14,365-54.9% |