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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 | $572,726 | $155,555+268.2% | $146,866+290.0% | $155,188+269.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.87% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $15,939 | $4,647+243.0% | $4,425+260.2% | $4,248+275.2% |
| Participant deferral / active EE | $12,226 | $8,044+52.0% | $7,759+57.6% | $6,531+87.2% |
| Admin fee / account holder | $179,993 | $14,755+1119.8% | $13,620+1221.5% | $14,480+1143.1% |