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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 | $584,135 | $201,370+190.1% | $184,256+217.0% | $145,897+300.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.88% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $23,636 | $7,024+236.5% | $6,427+267.8% | $4,663+406.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $25,058 | $16,364+53.1% | $13,899+80.3% | $13,390+87.1% |