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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 | $754,402 | $209,888+259.4% | $189,545+298.0% | $167,553+350.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 20.30% | 748.66%-728.4pp | 555.36%-535.1pp | 478.89%-458.6pp |
| Employer contribution / active EE | $43,883 | $6,915+534.6% | $6,162+612.1% | $4,840+806.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $9,789 | $14,300-31.5% | $12,049-18.8% | $12,316-20.5% |