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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 | $448,177 | $155,555+188.1% | $146,866+205.2% | $155,188+188.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.94% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $12,572 | $4,647+170.6% | $4,425+184.1% | $4,248+196.0% |
| Participant deferral / active EE | $24,257 | $8,044+201.5% | $7,759+212.6% | $6,531+271.4% |
| Admin fee / account holder | $38,615 | $14,755+161.7% | $13,620+183.5% | $14,480+166.7% |