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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 | $475,613 | $201,344+136.2% | $184,243+158.1% | $145,877+226.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 65.32% | 29.01%+36.3pp | 28.82%+36.5pp | 551.28%-486.0pp |
| Employer contribution / active EE | $7,390 | $7,022+5.2% | $6,427+15.0% | $4,663+58.5% |
| Participant deferral / active EE | $18,520 | $9,807+88.8% | $9,132+102.8% | $6,691+176.8% |
| Admin fee / account holder | $658 | $16,382-96.0% | $13,914-95.3% | $13,402-95.1% |