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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 | $574,041 | $201,259+185.2% | $184,200+211.6% | $145,959+293.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.51% | 28.98%-15.5pp | 28.80%-15.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $29,182 | $7,018+315.8% | $6,424+354.3% | $4,661+526.1% |
| Participant deferral / active EE | $24,955 | $9,806+154.5% | $9,132+173.3% | $6,689+273.1% |
| Admin fee / account holder | $41,319 | $16,372+152.4% | $13,907+197.1% | $13,398+208.4% |