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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 | $839,778 | $196,972+326.3% | $182,262+360.8% | $198,609+322.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 7.62% | 158.27%-150.7pp | 140.60%-133.0pp | 202.70%-195.1pp |
| Employer contribution / active EE | $10,325 | $5,364+92.5% | $5,046+104.6% | $5,055+104.2% |
| Participant deferral / active EE | $19,915 | $8,643+130.4% | $8,276+140.6% | $6,977+185.4% |
| Admin fee / account holder | $299,544 | $18,429+1525.4% | $16,712+1692.4% | $19,030+1474.0% |