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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 | $585,674 | $155,555+276.5% | $146,866+298.8% | $155,188+277.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.25% | 115.41%-95.2pp | 102.85%-82.6pp | 148.84%-128.6pp |
| Employer contribution / active EE | $21,254 | $4,647+357.4% | $4,425+380.4% | $4,248+400.4% |
| Participant deferral / active EE | $13,517 | $8,044+68.0% | $7,759+74.2% | $6,531+107.0% |
| Admin fee / account holder | $18,967 | $14,755+28.5% | $13,620+39.3% | $14,480+31.0% |