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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 | $719,212 | $162,136+343.6% | $152,301+372.2% | $154,746+364.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.35% | 91.02%-75.7pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $9,441 | $4,890+93.1% | $4,624+104.2% | $4,379+115.6% |
| Participant deferral / active EE | $16,958 | $8,341+103.3% | $8,004+111.9% | $6,730+152.0% |
| Admin fee / account holder | $29,688 | $15,759+88.4% | $14,398+106.2% | $14,365+106.7% |