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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 | $653,048 | $162,136+302.8% | $152,301+328.8% | $154,746+322.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.48% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $29,252 | $4,890+498.2% | $4,624+532.5% | $4,379+568.0% |
| Participant deferral / active EE | $14,180 | $8,341+70.0% | $8,004+77.2% | $6,730+110.7% |
| Admin fee / account holder | $15,306 | $15,759-2.9% | $14,398+6.3% | $14,365+6.5% |