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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 | $209,336+150.2% | $197,124+165.7% | $137,256+281.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.47% | 48.09%-23.6pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $20,536 | $6,591+211.6% | $6,227+229.8% | $4,156+394.1% |
| Participant deferral / active EE | $18,432 | $9,614+91.7% | $9,135+101.8% | $6,407+187.7% |
| Admin fee / account holder | $1,363 | $17,308-92.1% | $16,298-91.6% | $12,270-88.9% |