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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 | $579,585 | $201,259+188.0% | $184,200+214.6% | $145,959+297.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.39% | 28.98%-4.6pp | 28.80%-4.4pp | 561.95%-537.6pp |
| Employer contribution / active EE | $26,930 | $7,018+283.7% | $6,424+319.2% | $4,661+477.8% |
| Participant deferral / active EE | $20,446 | $9,806+108.5% | $9,132+123.9% | $6,689+205.7% |
| Admin fee / account holder | $20,662 | $16,372+26.2% | $13,907+48.6% | $13,398+54.2% |