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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 | $430,931 | $155,555+177.0% | $146,866+193.4% | $155,188+177.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.20% | 115.41%-95.2pp | 102.85%-82.7pp | 148.84%-128.6pp |
| Employer contribution / active EE | $8,744 | $4,647+88.2% | $4,425+97.6% | $4,248+105.8% |
| Participant deferral / active EE | $15,129 | $8,044+88.1% | $7,759+95.0% | $6,531+131.6% |
| Admin fee / account holder | $1,711 | $14,755-88.4% | $13,620-87.4% | $14,480-88.2% |