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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 | $605,143 | $201,344+200.6% | $184,243+228.4% | $145,877+314.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.67% | 29.01%-7.3pp | 28.82%-7.1pp | 551.28%-529.6pp |
| Employer contribution / active EE | $24,257 | $7,022+245.4% | $6,427+277.4% | $4,663+420.2% |
| Participant deferral / active EE | $19,344 | $9,807+97.3% | $9,132+111.8% | $6,691+189.1% |
| Admin fee / account holder | $51,883 | $16,382+216.7% | $13,914+272.9% | $13,402+287.1% |