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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 | $460,037 | $185,312+148.3% | $161,489+184.9% | $154,746+197.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.27% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $21,430 | $4,769+349.3% | $4,268+402.1% | $4,379+389.4% |
| Participant deferral / active EE | $30,792 | $6,350+384.9% | $5,630+446.9% | $6,730+357.5% |
| Admin fee / account holder | $8,896 | $18,654-52.3% | $16,006-44.4% | $14,365-38.1% |