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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 | $713,217 | $175,231+307.0% | $149,696+376.4% | $139,466+411.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 166.77%-150.5pp | 134.46%-118.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $59,625 | $5,478+988.4% | $4,821+1136.8% | $4,754+1154.2% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $360,214 | $16,155+2129.7% | $13,212+2626.4% | $11,409+3057.4% |