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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 | $396,660 | $155,555+155.0% | $146,866+170.1% | $155,188+155.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 19.13% | 115.41%-96.3pp | 102.85%-83.7pp | 148.84%-129.7pp |
| Employer contribution / active EE | $8,046 | $4,647+73.2% | $4,425+81.8% | $4,248+89.4% |
| Participant deferral / active EE | $25,004 | $8,044+210.8% | $7,759+222.2% | $6,531+282.8% |
| Admin fee / account holder | $67,838 | $14,755+359.7% | $13,620+398.1% | $14,480+368.5% |