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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 | $446,480 | $165,381+170.0% | $149,730+198.2% | $158,966+180.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.84% | 348.29%-325.5pp | 276.70%-253.9pp | 302.95%-280.1pp |
| Employer contribution / active EE | $13,375 | $5,104+162.0% | $4,645+187.9% | $4,762+180.8% |
| Participant deferral / active EE | $13,075 | $7,182+82.0% | $6,843+91.1% | $5,983+118.5% |
| Admin fee / account holder | $1,930 | $10,809-82.1% | $9,310-79.3% | $11,250-82.8% |