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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 | $309,900 | $155,555+99.2% | $146,866+111.0% | $155,188+99.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.49% | 115.41%-96.9pp | 102.85%-84.4pp | 148.84%-130.3pp |
| Employer contribution / active EE | $8,000 | $4,647+72.2% | $4,425+80.8% | $4,248+88.3% |
| Participant deferral / active EE | $15,667 | $8,044+94.8% | $7,759+101.9% | $6,531+139.9% |
| Admin fee / account holder | $508 | $14,755-96.6% | $13,620-96.3% | $14,480-96.5% |