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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 | $670,738 | $201,344+233.1% | $184,243+264.1% | $145,877+359.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 29.01%-12.3pp | 28.82%-12.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $25,386 | $7,022+261.5% | $6,427+295.0% | $4,663+444.4% |
| Participant deferral / active EE | $19,979 | $9,807+103.7% | $9,132+118.8% | $6,691+198.6% |
| Admin fee / account holder | $20,850 | $16,382+27.3% | $13,914+49.8% | $13,402+55.6% |