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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 | $676,743 | $209,428+223.1% | $178,498+279.1% | $158,950+325.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.74% | 188.78%-181.0pp | 151.09%-143.4pp | 302.91%-295.2pp |
| Employer contribution / active EE | $21,264 | $5,707+272.6% | $5,011+324.3% | $4,762+346.5% |
| Participant deferral / active EE | $19,472 | $5,955+227.0% | $5,202+274.3% | $5,983+225.5% |
| Admin fee / account holder | $4,353 | $17,077-74.5% | $13,985-68.9% | $11,248-61.3% |