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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 | $840,642 | $201,344+317.5% | $184,243+356.3% | $145,877+476.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.00% | 29.01%-1.0pp | 28.82%-0.8pp | 551.28%-523.3pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $22,666 | $9,807+131.1% | $9,132+148.2% | $6,691+238.8% |
| Admin fee / account holder | $16,480 | $16,382+0.6% | $13,914+18.4% | $13,402+23.0% |