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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 | $378,022 | $185,312+104.0% | $161,489+134.1% | $154,746+144.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.40% | 103.84%-87.4pp | 89.72%-73.3pp | 172.34%-155.9pp |
| Employer contribution / active EE | $11,138 | $4,769+133.5% | $4,268+160.9% | $4,379+154.3% |
| Participant deferral / active EE | $16,969 | $6,350+167.2% | $5,630+201.4% | $6,730+152.1% |
| Admin fee / account holder | $336,073 | $18,654+1701.6% | $16,006+1999.7% | $14,365+2239.5% |