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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 | $982,268 | $201,259+388.1% | $184,200+433.3% | $145,959+573.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.04% | 28.98%-18.9pp | 28.80%-18.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $7,750 | $7,018+10.4% | $6,424+20.6% | $4,661+66.3% |
| Participant deferral / active EE | $13,884 | $9,806+41.6% | $9,132+52.0% | $6,689+107.6% |
| Admin fee / account holder | $35,750 | $16,372+118.4% | $13,907+157.1% | $13,398+166.8% |