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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 | $517,923 | $185,312+179.5% | $161,489+220.7% | $154,746+234.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.74% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $36,369 | $4,769+662.6% | $4,268+752.1% | $4,379+730.5% |
| Participant deferral / active EE | $20,645 | $6,350+225.1% | $5,630+266.7% | $6,730+206.7% |
| Admin fee / account holder | $183,950 | $18,654+886.1% | $16,006+1049.3% | $14,365+1180.5% |