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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 | $866,412 | $201,370+330.3% | $184,256+370.2% | $145,897+493.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.38% | 29.05%-11.7pp | 28.85%-11.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $32,375 | $7,024+360.9% | $6,427+403.7% | $4,663+594.4% |
| Participant deferral / active EE | $30,500 | $9,808+211.0% | $9,133+233.9% | $6,689+356.0% |
| Admin fee / account holder | $1,009 | $16,364-93.8% | $13,899-92.7% | $13,390-92.5% |