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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 | $457,929 | $209,336+118.8% | $197,124+132.3% | $137,256+233.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.36% | 48.09%-32.7pp | 44.34%-29.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $7,603 | $6,591+15.4% | $6,227+22.1% | $4,156+82.9% |
| Participant deferral / active EE | $18,253 | $9,614+89.9% | $9,135+99.8% | $6,407+184.9% |
| Admin fee / account holder | $171,115 | $17,308+888.7% | $16,298+949.9% | $12,270+1294.6% |