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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 | $883,570 | $183,516+381.5% | $155,534+468.1% | $145,884+505.7% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 24.75% | 61.43%-36.7pp | 64.92%-40.2pp | 551.85%-527.1pp |
| Employer contribution / active EE | $24,135 | $5,315+354.1% | $4,675+416.3% | $4,662+417.7% |
| Participant deferral / active EE | $16,203 | $6,467+150.6% | $5,630+187.8% | $6,690+142.2% |
| Admin fee / account holder | $560,412 | $19,293+2804.7% | $15,900+3424.6% | $13,392+4084.7% |