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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 | $998,646 | $210,343+374.8% | $153,432+550.9% | $145,959+584.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.13% | 13.38%+3.8pp | 15.66%+1.5pp | 561.95%-544.8pp |
| Employer contribution / active EE | $13,750 | $6,047+127.4% | $5,038+172.9% | $4,661+195.0% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44,052 | $19,424+126.8% | $12,725+246.2% | $13,398+228.8% |