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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 | $634,133 | $155,555+307.7% | $146,866+331.8% | $155,188+308.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.48% | 115.41%-99.9pp | 102.85%-87.4pp | 148.84%-133.4pp |
| Employer contribution / active EE | $14,792 | $4,647+218.3% | $4,425+234.3% | $4,248+248.2% |
| Participant deferral / active EE | $17,375 | $8,044+116.0% | $7,759+123.9% | $6,531+166.0% |
| Admin fee / account holder | $5,215 | $14,755-64.7% | $13,620-61.7% | $14,480-64.0% |