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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 | $280,583 | $155,555+80.4% | $146,866+91.0% | $155,188+80.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.52% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $10,930 | $4,647+135.2% | $4,425+147.0% | $4,248+157.3% |
| Participant deferral / active EE | $19,776 | $8,044+145.8% | $7,759+154.9% | $6,531+202.8% |
| Admin fee / account holder | $20,450 | $14,755+38.6% | $13,620+50.1% | $14,480+41.2% |