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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 | $534,577 | $162,136+229.7% | $152,301+251.0% | $154,746+245.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.81% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $7,180 | $4,890+46.8% | $4,624+55.3% | $4,379+64.0% |
| Participant deferral / active EE | $15,033 | $8,341+80.2% | $8,004+87.8% | $6,730+123.4% |
| Admin fee / account holder | $2,168 | $15,759-86.2% | $14,398-84.9% | $14,365-84.9% |