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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 | $491,693 | $209,336+134.9% | $197,124+149.4% | $137,256+258.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.92% | 48.09%-34.2pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $19,354 | $6,591+193.7% | $6,227+210.8% | $4,156+365.7% |
| Participant deferral / active EE | $13,800 | $9,614+43.5% | $9,135+51.1% | $6,407+115.4% |
| Admin fee / account holder | $310 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |