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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 | $523,769 | $223,823+134.0% | $211,142+148.1% | $154,746+238.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 24.47% | 50.39%-25.9pp | 46.84%-22.4pp | 172.34%-147.9pp |
| Employer contribution / active EE | $20,536 | $6,787+202.6% | $6,442+218.8% | $4,379+369.0% |
| Participant deferral / active EE | $18,432 | $9,750+89.0% | $9,284+98.5% | $6,730+173.9% |
| Admin fee / account holder | $1,363 | $19,707-93.1% | $19,076-92.9% | $14,365-90.5% |