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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 | $426,663 | $155,555+174.3% | $146,866+190.5% | $155,188+174.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.85% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $31,930 | $4,647+587.2% | $4,425+621.6% | $4,248+651.7% |
| Participant deferral / active EE | $27,250 | $8,044+238.8% | $7,759+251.2% | $6,531+317.2% |
| Admin fee / account holder | $1,865 | $14,755-87.4% | $13,620-86.3% | $14,480-87.1% |