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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 | $504,689 | $185,883+171.5% | $170,043+196.8% | $139,466+261.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.73% | 60.54%-46.8pp | 53.40%-39.7pp | 373.66%-359.9pp |
| Employer contribution / active EE | $10,891 | $7,596+43.4% | $6,790+60.4% | $4,754+129.1% |
| Participant deferral / active EE | $16,531 | $11,626+42.2% | $10,410+58.8% | $6,712+146.3% |
| Admin fee / account holder | $611 | $15,393-96.0% | $12,824-95.2% | $11,409-94.6% |