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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 | $354,934 | $212,386+67.1% | $199,883+77.6% | $138,895+155.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.67% | 47.75%-29.1pp | 43.81%-25.1pp | 145.39%-126.7pp |
| Employer contribution / active EE | $46,500 | $6,625+601.9% | $6,261+642.7% | $4,194+1008.7% |
| Participant deferral / active EE | $19,500 | $9,617+102.8% | $9,138+113.4% | $6,396+204.9% |
| Admin fee / account holder | $1,380 | $18,233-92.4% | $17,268-92.0% | $12,562-89.0% |