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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 | $755,979 | $148,582+408.8% | $135,942+456.1% | $139,456+442.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.79% | 79.26%-66.5pp | 68.28%-55.5pp | 373.45%-360.7pp |
| Employer contribution / active EE | $43,725 | $5,245+733.7% | $4,858+800.1% | $4,753+820.0% |
| Participant deferral / active EE | $30,000 | $8,101+270.3% | $7,759+286.7% | $6,711+347.0% |
| Admin fee / account holder | $18,355 | $12,402+48.0% | $10,764+70.5% | $11,407+60.9% |