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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 | $348,911 | $223,823+55.9% | $211,142+65.2% | $154,746+125.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.04% | 50.39%-39.4pp | 46.84%-35.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $11,538 | $6,787+70.0% | $6,442+79.1% | $4,379+163.5% |
| Participant deferral / active EE | $18,523 | $9,750+90.0% | $9,284+99.5% | $6,730+175.2% |
| Admin fee / account holder | $1,043,587 | $19,707+5195.5% | $19,076+5370.7% | $14,365+7164.7% |