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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 | $209,336+125.0% | $197,124+139.0% | $137,256+243.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.22% | 48.09%-30.9pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $26,148 | $6,591+296.7% | $6,227+319.9% | $4,156+529.2% |
| Participant deferral / active EE | $22,250 | $9,614+131.4% | $9,135+143.6% | $6,407+247.3% |
| Admin fee / account holder | $982 | $17,308-94.3% | $16,298-94.0% | $12,270-92.0% |