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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 | $799,539 | $201,264+297.3% | $184,185+334.1% | $145,978+447.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.59% | 29.00%-11.4pp | 28.81%-11.2pp | 550.52%-532.9pp |
| Employer contribution / active EE | $11,395 | $7,021+62.3% | $6,426+77.3% | $4,662+144.4% |
| Participant deferral / active EE | $26,750 | $9,806+172.8% | $9,132+192.9% | $6,690+299.9% |
| Admin fee / account holder | $1,017 | $16,376-93.8% | $13,909-92.7% | $13,400-92.4% |