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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 | $840,093 | $155,555+440.1% | $146,866+472.0% | $155,188+441.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.83% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $15,955 | $4,647+243.4% | $4,425+260.6% | $4,248+275.6% |
| Participant deferral / active EE | $21,408 | $8,044+166.1% | $7,759+175.9% | $6,531+227.8% |
| Admin fee / account holder | $17,298 | $14,755+17.2% | $13,620+27.0% | $14,480+19.5% |