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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 | $743,787 | $155,555+378.1% | $146,866+406.4% | $155,188+379.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.16% | 115.41%-99.3pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $33,798 | $4,647+627.3% | $4,425+663.8% | $4,248+695.7% |
| Participant deferral / active EE | $29,625 | $8,044+268.3% | $7,759+281.8% | $6,531+353.6% |
| Admin fee / account holder | $21,664 | $14,755+46.8% | $13,620+59.1% | $14,480+49.6% |