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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 | $814,027 | $162,136+402.1% | $152,301+434.5% | $154,746+426.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.14% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $30,311 | $4,890+519.8% | $4,624+555.4% | $4,379+592.2% |
| Participant deferral / active EE | $30,000 | $8,341+259.7% | $8,004+274.8% | $6,730+345.7% |
| Admin fee / account holder | $6,976 | $15,759-55.7% | $14,398-51.6% | $14,365-51.4% |