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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 | $614,235 | $155,555+294.9% | $146,866+318.2% | $155,188+295.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.14% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $14,977 | $4,647+222.3% | $4,425+238.5% | $4,248+252.6% |
| Participant deferral / active EE | $35,954 | $8,044+347.0% | $7,759+363.4% | $6,531+450.5% |
| Admin fee / account holder | $68,685 | $14,755+365.5% | $13,620+404.3% | $14,480+374.3% |