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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 | $411,525 | $155,555+164.6% | $146,866+180.2% | $155,188+165.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.00% | 115.41%-96.4pp | 102.85%-83.9pp | 148.84%-129.8pp |
| Employer contribution / active EE | $15,988 | $4,647+244.1% | $4,425+261.3% | $4,248+276.4% |
| Participant deferral / active EE | $20,219 | $8,044+151.3% | $7,759+160.6% | $6,531+209.6% |
| Admin fee / account holder | $1,257 | $14,755-91.5% | $13,620-90.8% | $14,480-91.3% |