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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 | $298,003 | $162,136+83.8% | $152,301+95.7% | $154,746+92.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.99% | 91.02%-66.0pp | 80.50%-55.5pp | 172.34%-147.3pp |
| Employer contribution / active EE | $11,201 | $4,890+129.0% | $4,624+142.2% | $4,379+155.8% |
| Participant deferral / active EE | $20,982 | $8,341+151.6% | $8,004+162.2% | $6,730+211.8% |
| Admin fee / account holder | $953 | $15,759-94.0% | $14,398-93.4% | $14,365-93.4% |