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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 | $658,431 | $201,344+227.0% | $184,243+257.4% | $145,877+351.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.37% | 29.01%-10.6pp | 28.82%-10.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $36,000 | $7,022+412.6% | $6,427+460.1% | $4,663+672.0% |
| Participant deferral / active EE | $30,500 | $9,807+211.0% | $9,132+234.0% | $6,691+355.9% |
| Admin fee / account holder | $2,238 | $16,382-86.3% | $13,914-83.9% | $13,402-83.3% |