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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 | $201,264+188.0% | $184,185+214.7% | $145,978+297.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.39% | 29.00%-4.6pp | 28.81%-4.4pp | 550.52%-526.1pp |
| Employer contribution / active EE | $26,930 | $7,021+283.6% | $6,426+319.1% | $4,662+477.7% |
| Participant deferral / active EE | $20,446 | $9,806+108.5% | $9,132+123.9% | $6,690+205.6% |
| Admin fee / account holder | $20,662 | $16,376+26.2% | $13,909+48.5% | $13,400+54.2% |