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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 | $628,190 | $185,312+239.0% | $161,489+289.0% | $154,746+305.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.15% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $34,536 | $4,769+624.2% | $4,268+709.1% | $4,379+688.7% |
| Participant deferral / active EE | $25,068 | $6,350+294.8% | $5,630+345.3% | $6,730+272.5% |
| Admin fee / account holder | $18,142 | $18,654-2.7% | $16,006+13.3% | $14,365+26.3% |