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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 | $885,142 | $201,372+339.6% | $184,260+380.4% | $145,884+506.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 29.36% | 29.04%+0.3pp | 28.84%+0.5pp | 551.85%-522.5pp |
| Employer contribution / active EE | $17,914 | $7,024+155.1% | $6,427+178.7% | $4,662+284.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $84,278 | $16,362+415.1% | $13,898+506.4% | $13,392+529.3% |