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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 | $411,341 | $162,136+153.7% | $152,301+170.1% | $154,746+165.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.15% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $19,260 | $4,890+293.8% | $4,624+316.5% | $4,379+339.8% |
| Participant deferral / active EE | $24,604 | $8,341+195.0% | $8,004+207.4% | $6,730+265.6% |
| Admin fee / account holder | $151,598 | $15,759+862.0% | $14,398+952.9% | $14,365+955.3% |