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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 | $631,851 | $155,555+306.2% | $146,866+330.2% | $155,188+307.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.23% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $16,437 | $4,647+253.7% | $4,425+271.5% | $4,248+287.0% |
| Participant deferral / active EE | $17,067 | $8,044+112.2% | $7,759+120.0% | $6,531+161.3% |
| Admin fee / account holder | $2,473 | $14,755-83.2% | $13,620-81.8% | $14,480-82.9% |