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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 | $783,392 | $212,386+268.9% | $199,883+291.9% | $138,895+464.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 12.81% | 47.75%-34.9pp | 43.81%-31.0pp | 145.39%-132.6pp |
| Employer contribution / active EE | $13,083 | $6,625+97.5% | $6,261+108.9% | $4,194+211.9% |
| Participant deferral / active EE | $17,002 | $9,617+76.8% | $9,138+86.0% | $6,396+165.8% |
| Admin fee / account holder | $554 | $18,233-97.0% | $17,268-96.8% | $12,562-95.6% |