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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 | $636,137 | $155,555+308.9% | $146,866+333.1% | $155,188+309.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.55% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $13,486 | $4,647+190.2% | $4,425+204.8% | $4,248+217.5% |
| Participant deferral / active EE | $14,655 | $8,044+82.2% | $7,759+88.9% | $6,531+124.4% |
| Admin fee / account holder | $32,407 | $14,755+119.6% | $13,620+137.9% | $14,480+123.8% |