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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 | $824,011 | $155,555+429.7% | $146,866+461.1% | $155,188+431.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.27% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $26,232 | $4,647+464.5% | $4,425+492.9% | $4,248+517.5% |
| Participant deferral / active EE | $21,120 | $8,044+162.5% | $7,759+172.2% | $6,531+223.4% |
| Admin fee / account holder | $1,827 | $14,755-87.6% | $13,620-86.6% | $14,480-87.4% |