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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 | $298,525 | $162,136+84.1% | $152,301+96.0% | $154,746+92.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.99% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $31,035 | $4,890+534.6% | $4,624+571.1% | $4,379+608.7% |
| Participant deferral / active EE | $20,817 | $8,341+149.6% | $8,004+160.1% | $6,730+209.3% |
| Admin fee / account holder | $80,150 | $15,759+408.6% | $14,398+456.7% | $14,365+457.9% |