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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 | $223,823+95.3% | $211,142+107.0% | $154,746+182.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.43% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $12,439 | $6,787+83.3% | $6,442+93.1% | $4,379+184.1% |
| Participant deferral / active EE | $14,823 | $9,750+52.0% | $9,284+59.7% | $6,730+120.2% |
| Admin fee / account holder | $81,646 | $19,707+314.3% | $19,076+328.0% | $14,365+468.4% |