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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 | $409,125 | $155,555+163.0% | $146,866+178.6% | $155,188+163.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.59% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.2pp |
| Employer contribution / active EE | $11,093 | $4,647+138.7% | $4,425+150.7% | $4,248+161.1% |
| Participant deferral / active EE | $20,812 | $8,044+158.7% | $7,759+168.2% | $6,531+218.7% |
| Admin fee / account holder | $16,847 | $14,755+14.2% | $13,620+23.7% | $14,480+16.4% |