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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 | $496,970 | $185,312+168.2% | $161,489+207.7% | $154,746+221.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.43% | 103.84%-91.4pp | 89.72%-77.3pp | 172.34%-159.9pp |
| Employer contribution / active EE | $22,376 | $4,769+369.2% | $4,268+424.2% | $4,379+411.0% |
| Participant deferral / active EE | $19,461 | $6,350+206.5% | $5,630+245.7% | $6,730+189.1% |
| Admin fee / account holder | $8,238 | $18,654-55.8% | $16,006-48.5% | $14,365-42.7% |