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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 | $639,367 | $149,679+327.2% | $117,039+446.3% | $147,586+333.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 10.18% | 19.31%-9.1pp | 18.95%-8.8pp | 578.59%-568.4pp |
| Employer contribution / active EE | $35,000 | $4,937+609.0% | $3,785+824.8% | $4,876+617.7% |
| Participant deferral / active EE | $18,000 | $4,912+266.5% | $3,929+358.1% | $5,439+231.0% |
| Admin fee / account holder | $42,582 | $7,856+442.0% | $5,974+612.8% | $10,886+291.2% |