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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 | $306,010 | $155,555+96.7% | $146,866+108.4% | $155,188+97.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.88% | 115.41%-97.5pp | 102.85%-85.0pp | 148.84%-131.0pp |
| Employer contribution / active EE | $23,874 | $4,647+413.8% | $4,425+439.6% | $4,248+462.0% |
| Participant deferral / active EE | $25,535 | $8,044+217.4% | $7,759+229.1% | $6,531+291.0% |
| Admin fee / account holder | $23,299 | $14,755+57.9% | $13,620+71.1% | $14,480+60.9% |