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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 | $560,499 | $162,136+245.7% | $152,301+268.0% | $154,746+262.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 31.21% | 91.02%-59.8pp | 80.50%-49.3pp | 172.34%-141.1pp |
| Employer contribution / active EE | $21,681 | $4,890+343.3% | $4,624+368.8% | $4,379+395.1% |
| Participant deferral / active EE | $25,867 | $8,341+210.1% | $8,004+223.2% | $6,730+284.3% |
| Admin fee / account holder | $9,719 | $15,759-38.3% | $14,398-32.5% | $14,365-32.3% |