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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 | $201,259+347.0% | $184,200+388.4% | $145,959+516.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.26% | 28.98%-6.7pp | 28.80%-6.5pp | 561.95%-539.7pp |
| Employer contribution / active EE | $23,675 | $7,018+237.3% | $6,424+268.5% | $4,661+408.0% |
| Participant deferral / active EE | $19,407 | $9,806+97.9% | $9,132+112.5% | $6,689+190.2% |
| Admin fee / account holder | $14,822 | $16,372-9.5% | $13,907+6.6% | $13,398+10.6% |