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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 | $816,181 | $185,312+340.4% | $161,489+405.4% | $154,746+427.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.94% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $18,840 | $4,769+295.0% | $4,268+341.4% | $4,379+330.2% |
| Participant deferral / active EE | $17,381 | $6,350+173.7% | $5,630+208.7% | $6,730+158.2% |
| Admin fee / account holder | $490,804 | $18,654+2531.0% | $16,006+2966.5% | $14,365+3316.6% |