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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 | $438,700 | $162,136+170.6% | $152,301+188.0% | $154,746+183.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.42% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $11,937 | $4,890+144.1% | $4,624+158.1% | $4,379+172.6% |
| Participant deferral / active EE | $17,143 | $8,341+105.5% | $8,004+114.2% | $6,730+154.7% |
| Admin fee / account holder | $136,052 | $15,759+763.3% | $14,398+845.0% | $14,365+847.1% |