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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 | $703,681 | $201,259+249.6% | $184,200+282.0% | $145,959+382.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 74.66% | 28.98%+45.7pp | 28.80%+45.9pp | 561.95%-487.3pp |
| Employer contribution / active EE | $22,133 | $7,018+215.4% | $6,424+244.5% | $4,661+374.9% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,132+11.3% | $6,689+52.0% |
| Admin fee / account holder | $15,039 | $16,372-8.1% | $13,907+8.1% | $13,398+12.3% |