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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 | $566,695 | $180,459+214.0% | $154,108+267.7% | $135,380+318.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 5.75% | 888.21%-882.5pp | 735.21%-729.5pp | 519.81%-514.1pp |
| Employer contribution / active EE | $24,641 | $6,035+308.3% | $5,298+365.1% | $4,779+415.6% |
| Participant deferral / active EE | $14,419 | $5,806+148.3% | $5,081+183.8% | $5,609+157.1% |
| Admin fee / account holder | $3,754 | $16,145-76.7% | $13,411-72.0% | $10,828-65.3% |