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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 | $591,179 | $162,136+264.6% | $152,301+288.2% | $154,746+282.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.54% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $25,680 | $4,890+425.1% | $4,624+455.3% | $4,379+486.4% |
| Participant deferral / active EE | $25,937 | $8,341+211.0% | $8,004+224.1% | $6,730+285.4% |
| Admin fee / account holder | $1,572 | $15,759-90.0% | $14,398-89.1% | $14,365-89.1% |