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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 | $437,022 | $209,336+108.8% | $197,124+121.7% | $137,256+218.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.43% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $12,439 | $6,591+88.7% | $6,227+99.7% | $4,156+199.3% |
| Participant deferral / active EE | $14,823 | $9,614+54.2% | $9,135+62.3% | $6,407+131.4% |
| Admin fee / account holder | $81,646 | $17,308+371.7% | $16,298+401.0% | $12,270+565.4% |