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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 | $490,940 | $196,972+149.2% | $182,262+169.4% | $198,609+147.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.49% | 158.27%-143.8pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $14,289 | $5,364+166.4% | $5,046+183.2% | $5,055+182.6% |
| Participant deferral / active EE | $19,570 | $8,643+126.4% | $8,276+136.4% | $6,977+180.5% |
| Admin fee / account holder | $4,737 | $18,429-74.3% | $16,712-71.7% | $19,030-75.1% |