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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 | $304,654 | $155,555+95.8% | $146,866+107.4% | $155,188+96.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.37% | 115.41%-99.0pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $22,565 | $4,647+385.6% | $4,425+410.0% | $4,248+431.2% |
| Participant deferral / active EE | $12,837 | $8,044+59.6% | $7,759+65.4% | $6,531+96.6% |
| Admin fee / account holder | $14,946 | $14,755+1.3% | $13,620+9.7% | $14,480+3.2% |