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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 | $899,634 | $201,344+346.8% | $184,243+388.3% | $145,877+516.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 29.01%-6.7pp | 28.82%-6.6pp | 551.28%-529.0pp |
| Employer contribution / active EE | $23,675 | $7,022+237.1% | $6,427+268.4% | $4,663+407.7% |
| Participant deferral / active EE | $19,407 | $9,807+97.9% | $9,132+112.5% | $6,691+190.1% |
| Admin fee / account holder | $14,822 | $16,382-9.5% | $13,914+6.5% | $13,402+10.6% |