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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 | $822,476 | $201,264+308.7% | $184,185+346.5% | $145,978+463.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.67% | 29.00%-17.3pp | 28.81%-17.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $36,685 | $7,021+422.5% | $6,426+470.9% | $4,662+686.9% |
| Participant deferral / active EE | $21,402 | $9,806+118.2% | $9,132+134.4% | $6,690+219.9% |
| Admin fee / account holder | $336 | $16,376-97.9% | $13,909-97.6% | $13,400-97.5% |