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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 | $325,506 | $209,336+55.5% | $197,124+65.1% | $137,256+137.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 35.42% | 48.09%-12.7pp | 44.34%-8.9pp | 220.34%-184.9pp |
| Employer contribution / active EE | $17,017 | $6,591+158.2% | $6,227+173.3% | $4,156+309.5% |
| Participant deferral / active EE | $14,062 | $9,614+46.3% | $9,135+53.9% | $6,407+119.5% |
| Admin fee / account holder | $52,744 | $17,308+204.7% | $16,298+223.6% | $12,270+329.9% |