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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 | $452,207 | $154,228+193.2% | $145,433+210.9% | $137,256+229.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.25% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $14,845 | $4,804+209.0% | $4,554+225.9% | $4,156+257.2% |
| Participant deferral / active EE | $21,272 | $8,216+158.9% | $7,897+169.4% | $6,407+232.0% |
| Admin fee / account holder | $1,951 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |