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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 | $334,530 | $155,555+115.1% | $146,866+127.8% | $155,188+115.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.08% | 115.41%-100.3pp | 102.85%-87.8pp | 148.84%-133.8pp |
| Employer contribution / active EE | $18,686 | $4,647+302.1% | $4,425+322.3% | $4,248+339.9% |
| Participant deferral / active EE | $13,574 | $8,044+68.7% | $7,759+74.9% | $6,531+107.8% |
| Admin fee / account holder | $33,295 | $14,755+125.6% | $13,620+144.5% | $14,480+129.9% |