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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 | $720,215 | $223,823+221.8% | $211,142+241.1% | $154,746+365.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.83% | 50.39%-31.6pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $6,749 | $6,787-0.6% | $6,442+4.8% | $4,379+54.1% |
| Participant deferral / active EE | $21,500 | $9,750+120.5% | $9,284+131.6% | $6,730+219.4% |
| Admin fee / account holder | $251,308 | $19,707+1175.2% | $19,076+1217.4% | $14,365+1649.4% |