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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 | $464,366 | $201,370+130.6% | $184,256+152.0% | $145,897+218.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.32% | 29.05%-0.7pp | 28.85%-0.5pp | 552.29%-524.0pp |
| Employer contribution / active EE | $21,486 | $7,024+205.9% | $6,427+234.3% | $4,663+360.8% |
| Participant deferral / active EE | $14,421 | $9,808+47.0% | $9,133+57.9% | $6,689+115.6% |
| Admin fee / account holder | $573 | $16,364-96.5% | $13,899-95.9% | $13,390-95.7% |