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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 | $399,025 | $185,883+114.7% | $170,043+134.7% | $139,466+186.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.57% | 60.54%-41.0pp | 53.40%-33.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $6,226 | $7,596-18.0% | $6,790-8.3% | $4,754+31.0% |
| Participant deferral / active EE | $21,631 | $11,626+86.1% | $10,410+107.8% | $6,712+222.3% |
| Admin fee / account holder | $478 | $15,393-96.9% | $12,824-96.3% | $11,409-95.8% |