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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 | $181,062+186.0% | $158,223+227.3% | $155,188+233.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.74% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $36,369 | $4,565+696.8% | $4,109+785.2% | $4,248+756.2% |
| Participant deferral / active EE | $20,645 | $6,134+236.5% | $5,467+277.6% | $6,531+216.1% |
| Admin fee / account holder | $183,950 | $18,825+877.2% | $16,047+1046.3% | $14,480+1170.4% |