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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 | $371,652 | $162,136+129.2% | $152,301+144.0% | $154,746+140.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.67% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $24,095 | $4,890+392.7% | $4,624+421.0% | $4,379+450.2% |
| Participant deferral / active EE | $18,801 | $8,341+125.4% | $8,004+134.9% | $6,730+179.3% |
| Admin fee / account holder | $61,980 | $15,759+293.3% | $14,398+330.5% | $14,365+331.5% |