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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 | $375,639 | $156,398+140.2% | $147,318+155.0% | $138,895+170.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.40% | 78.75%-55.3pp | 70.43%-47.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $25,634 | $4,853+428.2% | $4,593+458.1% | $4,194+511.2% |
| Participant deferral / active EE | $18,731 | $8,237+127.4% | $7,906+136.9% | $6,396+192.8% |
| Admin fee / account holder | $340 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |