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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 | $551,784 | $201,370+174.0% | $184,256+199.5% | $145,897+278.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.60% | 29.05%-19.4pp | 28.85%-19.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $16,625 | $7,024+136.7% | $6,427+158.7% | $4,663+256.6% |
| Participant deferral / active EE | $20,925 | $9,808+113.3% | $9,133+129.1% | $6,689+212.8% |
| Admin fee / account holder | $1,237 | $16,364-92.4% | $13,899-91.1% | $13,390-90.8% |