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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 | $687,577 | $209,336+228.5% | $197,124+248.8% | $137,256+400.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.23% | 48.09%-26.9pp | 44.34%-23.1pp | 220.34%-199.1pp |
| Employer contribution / active EE | $22,650 | $6,591+243.7% | $6,227+263.7% | $4,156+445.0% |
| Participant deferral / active EE | $19,373 | $9,614+101.5% | $9,135+112.1% | $6,407+202.4% |
| Admin fee / account holder | $33,343 | $17,308+92.7% | $16,298+104.6% | $12,270+171.7% |