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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 | $365,002 | $223,823+63.1% | $211,142+72.9% | $154,746+135.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.43% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $15,920 | $6,787+134.6% | $6,442+147.1% | $4,379+263.5% |
| Participant deferral / active EE | $15,505 | $9,750+59.0% | $9,284+67.0% | $6,730+130.4% |
| Admin fee / account holder | $2,920 | $19,707-85.2% | $19,076-84.7% | $14,365-79.7% |