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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 | $314,847 | $209,336+50.4% | $197,124+59.7% | $137,256+129.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.17% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $249,492 | $6,591+3685.5% | $6,227+3906.3% | $4,156+5903.1% |
| Participant deferral / active EE | $72,930 | $9,614+658.6% | $9,135+698.4% | $6,407+1038.3% |
| Admin fee / account holder | $22,255 | $17,308+28.6% | $16,298+36.5% | $12,270+81.4% |