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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 | $771,316 | $155,555+395.8% | $146,866+425.2% | $155,188+397.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.52% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $21,833 | $4,647+369.8% | $4,425+393.4% | $4,248+414.0% |
| Participant deferral / active EE | $11,942 | $8,044+48.5% | $7,759+53.9% | $6,531+82.8% |
| Admin fee / account holder | $483,523 | $14,755+3176.9% | $13,620+3450.1% | $14,480+3239.3% |