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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 | $344,500 | $155,555+121.5% | $146,866+134.6% | $155,188+122.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.24% | 115.41%-100.2pp | 102.85%-87.6pp | 148.84%-133.6pp |
| Employer contribution / active EE | $15,819 | $4,647+240.4% | $4,425+257.5% | $4,248+272.4% |
| Participant deferral / active EE | $11,933 | $8,044+48.3% | $7,759+53.8% | $6,531+82.7% |
| Admin fee / account holder | $132,738 | $14,755+799.6% | $13,620+874.6% | $14,480+816.7% |