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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 | $799,251 | $223,823+257.1% | $211,142+278.5% | $154,746+416.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.11% | 50.39%-31.3pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $39,000 | $6,787+474.7% | $6,442+505.4% | $4,379+790.6% |
| Participant deferral / active EE | $31,000 | $9,750+217.9% | $9,284+233.9% | $6,730+360.6% |
| Admin fee / account holder | $4,796 | $19,707-75.7% | $19,076-74.9% | $14,365-66.6% |