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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 | $748,969 | $185,312+304.2% | $161,489+363.8% | $154,746+384.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.30% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $7,200 | $4,769+51.0% | $4,268+68.7% | $4,379+64.4% |
| Participant deferral / active EE | $26,000 | $6,350+309.5% | $5,630+361.8% | $6,730+286.3% |
| Admin fee / account holder | $457,531 | $18,654+2352.7% | $16,006+2758.6% | $14,365+3085.0% |