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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 | $156,398+354.2% | $147,318+382.2% | $138,895+411.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.74% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $30,625 | $4,853+531.0% | $4,593+566.8% | $4,194+630.2% |
| Participant deferral / active EE | $15,362 | $8,237+86.5% | $7,906+94.3% | $6,396+140.2% |
| Admin fee / account holder | $51,393 | $14,976+243.2% | $13,708+274.9% | $12,562+309.1% |