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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 | $223,823+207.2% | $211,142+225.6% | $154,746+344.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.23% | 50.39%-29.2pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $22,650 | $6,787+233.7% | $6,442+251.6% | $4,379+417.2% |
| Participant deferral / active EE | $19,373 | $9,750+98.7% | $9,284+108.7% | $6,730+187.8% |
| Admin fee / account holder | $33,343 | $19,707+69.2% | $19,076+74.8% | $14,365+132.1% |