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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 | $738,847 | $165,351+346.8% | $149,710+393.5% | $158,931+364.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.80% | 348.19%-336.4pp | 276.63%-264.8pp | 302.86%-291.1pp |
| Employer contribution / active EE | $19,064 | $5,103+273.6% | $4,645+310.5% | $4,761+300.4% |
| Participant deferral / active EE | $12,400 | $7,181+72.7% | $6,842+81.2% | $5,982+107.3% |
| Admin fee / account holder | $2,166 | $10,807-80.0% | $9,309-76.7% | $11,247-80.7% |