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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 | $648,611 | $162,136+300.0% | $152,301+325.9% | $154,746+319.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.09% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $29,284 | $4,890+498.8% | $4,624+533.2% | $4,379+568.7% |
| Participant deferral / active EE | $19,085 | $8,341+128.8% | $8,004+138.4% | $6,730+183.6% |
| Admin fee / account holder | $2,395 | $15,759-84.8% | $14,398-83.4% | $14,365-83.3% |