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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 | $856,214 | $223,823+282.5% | $211,142+305.5% | $154,746+453.3% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.57% | 50.39%-33.8pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $34,375 | $6,787+406.5% | $6,442+433.6% | $4,379+685.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $17,050 | $19,707-13.5% | $19,076-10.6% | $14,365+18.7% |