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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 | $728,765 | $209,874+247.2% | $189,537+284.5% | $167,536+335.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.50% | 748.61%-733.1pp | 555.34%-539.8pp | 478.82%-463.3pp |
| Employer contribution / active EE | $27,240 | $6,913+294.0% | $6,161+342.2% | $4,839+462.9% |
| Participant deferral / active EE | $17,433 | $8,934+95.1% | $8,220+112.1% | $6,342+174.9% |
| Admin fee / account holder | $164,252 | $14,299+1048.7% | $12,048+1263.3% | $12,315+1233.8% |