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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 | $710,529 | $183,592+287.0% | $155,574+356.7% | $145,877+387.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.61% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $69,000 | $5,317+1197.8% | $4,676+1375.7% | $4,663+1379.8% |
| Participant deferral / active EE | $7,500 | $6,466+16.0% | $5,629+33.2% | $6,691+12.1% |
| Admin fee / account holder | $4,767 | $19,316-75.3% | $15,914-70.0% | $13,402-64.4% |