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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 | $498,645 | $201,372+147.6% | $184,260+170.6% | $145,884+241.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.37% | 29.04%-16.7pp | 28.84%-16.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $19,474 | $7,024+177.3% | $6,427+203.0% | $4,662+317.7% |
| Participant deferral / active EE | $22,933 | $9,808+133.8% | $9,133+151.1% | $6,690+242.8% |
| Admin fee / account holder | $735 | $16,362-95.5% | $13,898-94.7% | $13,392-94.5% |