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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 | $743,787 | $162,136+358.7% | $152,301+388.4% | $154,746+380.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.16% | 91.02%-74.9pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $33,798 | $4,890+591.1% | $4,624+630.8% | $4,379+671.8% |
| Participant deferral / active EE | $29,625 | $8,341+255.2% | $8,004+270.1% | $6,730+340.2% |
| Admin fee / account holder | $21,664 | $15,759+37.5% | $14,398+50.5% | $14,365+50.8% |