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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 | $449,491 | $212,386+111.6% | $199,883+124.9% | $138,895+223.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 15.62% | 47.75%-32.1pp | 43.81%-28.2pp | 145.39%-129.8pp |
| Employer contribution / active EE | $31,718 | $6,625+378.8% | $6,261+406.6% | $4,194+656.2% |
| Participant deferral / active EE | $20,667 | $9,617+114.9% | $9,138+126.2% | $6,396+223.1% |
| Admin fee / account holder | $368 | $18,233-98.0% | $17,268-97.9% | $12,562-97.1% |