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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 | $720,523 | $227,291+217.0% | $214,702+235.6% | $155,188+364.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 11.05% | 60.08%-49.0pp | 54.55%-43.5pp | 148.84%-137.8pp |
| Employer contribution / active EE | $18,271 | $6,772+169.8% | $6,461+182.8% | $4,248+330.1% |
| Participant deferral / active EE | $18,320 | $9,582+91.2% | $9,147+100.3% | $6,531+180.5% |
| Admin fee / account holder | $1,785 | $20,413-91.3% | $19,830-91.0% | $14,480-87.7% |