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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 | $371,043 | $209,336+77.2% | $197,124+88.2% | $137,256+170.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.47% | 48.09%-29.6pp | 44.34%-25.9pp | 220.34%-201.9pp |
| Employer contribution / active EE | $17,861 | $6,591+171.0% | $6,227+186.8% | $4,156+329.8% |
| Participant deferral / active EE | $11,061 | $9,614+15.0% | $9,135+21.1% | $6,407+72.6% |
| Admin fee / account holder | $1,211 | $17,308-93.0% | $16,298-92.6% | $12,270-90.1% |