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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 | $808,283 | $197,625+309.0% | $177,840+354.5% | $158,966+408.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.45% | 58.76%-34.3pp | 48.32%-23.9pp | 302.95%-278.5pp |
| Employer contribution / active EE | $30,180 | $6,698+350.6% | $5,919+409.9% | $4,762+533.7% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,852 | $15,405+28.9% | $12,431+59.7% | $11,250+76.5% |