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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 | $314,658 | $155,555+102.3% | $146,866+114.2% | $155,188+102.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.54% | 115.41%-96.9pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $13,790 | $4,647+196.8% | $4,425+211.7% | $4,248+224.6% |
| Participant deferral / active EE | $27,862 | $8,044+246.4% | $7,759+259.1% | $6,531+326.6% |
| Admin fee / account holder | $41,068 | $14,755+178.3% | $13,620+201.5% | $14,480+183.6% |