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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 | $478,368 | $155,555+207.5% | $146,866+225.7% | $155,188+208.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 14.57% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $25,647 | $4,647+451.9% | $4,425+479.6% | $4,248+503.8% |
| Participant deferral / active EE | $15,750 | $8,044+95.8% | $7,759+103.0% | $6,531+141.2% |
| Admin fee / account holder | $2,031 | $14,755-86.2% | $13,620-85.1% | $14,480-86.0% |