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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 | $775,631 | $223,823+246.5% | $211,142+267.4% | $154,746+401.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.38% | 50.39%-34.0pp | 46.84%-30.5pp | 172.34%-156.0pp |
| Employer contribution / active EE | $36,000 | $6,787+430.5% | $6,442+458.8% | $4,379+722.1% |
| Participant deferral / active EE | $10,750 | $9,750+10.3% | $9,284+15.8% | $6,730+59.7% |
| Admin fee / account holder | $2,588 | $19,707-86.9% | $19,076-86.4% | $14,365-82.0% |