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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 | $574,168 | $209,336+174.3% | $197,124+191.3% | $137,256+318.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.89% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $23,500 | $6,591+256.6% | $6,227+277.4% | $4,156+465.4% |
| Participant deferral / active EE | $23,500 | $9,614+144.4% | $9,135+157.3% | $6,407+266.8% |
| Admin fee / account holder | $499 | $17,308-97.1% | $16,298-96.9% | $12,270-95.9% |