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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 | $294,557 | $162,136+81.7% | $152,301+93.4% | $154,746+90.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.28% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $25,091 | $4,890+413.1% | $4,624+442.6% | $4,379+473.0% |
| Participant deferral / active EE | $24,138 | $8,341+189.4% | $8,004+201.6% | $6,730+258.6% |
| Admin fee / account holder | $26,048 | $15,759+65.3% | $14,398+80.9% | $14,365+81.3% |