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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 | $741,627 | $201,259+268.5% | $184,200+302.6% | $145,959+408.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.65% | 28.98%-9.3pp | 28.80%-9.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $22,836 | $7,018+225.4% | $6,424+255.5% | $4,661+390.0% |
| Participant deferral / active EE | $17,950 | $9,806+83.0% | $9,132+96.6% | $6,689+168.4% |
| Admin fee / account holder | $50,195 | $16,372+206.6% | $13,907+260.9% | $13,398+274.7% |