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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 | $536,395 | $162,136+230.8% | $152,301+252.2% | $154,746+246.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.60% | 91.02%-79.4pp | 80.50%-68.9pp | 172.34%-160.7pp |
| Employer contribution / active EE | $22,634 | $4,890+362.8% | $4,624+389.4% | $4,379+416.9% |
| Participant deferral / active EE | $27,250 | $8,341+226.7% | $8,004+240.5% | $6,730+304.9% |
| Admin fee / account holder | $5,208 | $15,759-67.0% | $14,398-63.8% | $14,365-63.7% |