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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 | $478,504 | $162,136+195.1% | $152,301+214.2% | $154,746+209.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.74% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $32,824 | $4,890+571.2% | $4,624+609.8% | $4,379+649.6% |
| Participant deferral / active EE | $17,131 | $8,341+105.4% | $8,004+114.0% | $6,730+154.5% |
| Admin fee / account holder | $940 | $15,759-94.0% | $14,398-93.5% | $14,365-93.5% |