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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 | $737,781 | $162,136+355.0% | $152,301+384.4% | $154,746+376.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.46% | 91.02%-73.6pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $14,167 | $4,890+189.7% | $4,624+206.3% | $4,379+223.5% |
| Participant deferral / active EE | $22,500 | $8,341+169.8% | $8,004+181.1% | $6,730+234.3% |
| Admin fee / account holder | $5,063 | $15,759-67.9% | $14,398-64.8% | $14,365-64.8% |