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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 | $570,793 | $162,136+252.0% | $152,301+274.8% | $154,746+268.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 21.31% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $20,667 | $4,890+322.6% | $4,624+346.9% | $4,379+371.9% |
| Participant deferral / active EE | $18,834 | $8,341+125.8% | $8,004+135.3% | $6,730+179.8% |
| Admin fee / account holder | $2,802 | $15,759-82.2% | $14,398-80.5% | $14,365-80.5% |