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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 | $471,084 | $223,823+110.5% | $211,142+123.1% | $154,746+204.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 17.22% | 50.39%-33.2pp | 46.84%-29.6pp | 172.34%-155.1pp |
| Employer contribution / active EE | $26,148 | $6,787+285.3% | $6,442+305.9% | $4,379+497.1% |
| Participant deferral / active EE | $22,250 | $9,750+128.2% | $9,284+139.7% | $6,730+230.6% |
| Admin fee / account holder | $982 | $19,707-95.0% | $19,076-94.9% | $14,365-93.2% |