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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 | $162,136+106.3% | $152,301+119.7% | $154,746+116.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.08% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $18,686 | $4,890+282.1% | $4,624+304.1% | $4,379+326.7% |
| Participant deferral / active EE | $13,574 | $8,341+62.7% | $8,004+69.6% | $6,730+101.7% |
| Admin fee / account holder | $33,295 | $15,759+111.3% | $14,398+131.3% | $14,365+131.8% |