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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 | $710,365 | $155,555+356.7% | $146,866+383.7% | $155,188+357.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 17.74% | 115.41%-97.7pp | 102.85%-85.1pp | 148.84%-131.1pp |
| Employer contribution / active EE | $30,625 | $4,647+559.1% | $4,425+592.1% | $4,248+621.0% |
| Participant deferral / active EE | $15,362 | $8,044+91.0% | $7,759+98.0% | $6,531+135.2% |
| Admin fee / account holder | $51,393 | $14,755+248.3% | $13,620+277.3% | $14,480+254.9% |