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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 | $574,860 | $209,425+174.5% | $178,499+222.1% | $158,966+261.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.93% | 188.80%-177.9pp | 151.10%-140.2pp | 302.95%-292.0pp |
| Employer contribution / active EE | $38,128 | $5,707+568.1% | $5,011+660.9% | $4,762+700.6% |
| Participant deferral / active EE | $26,400 | $5,955+343.3% | $5,202+407.5% | $5,983+341.2% |
| Admin fee / account holder | $17,764 | $17,078+4.0% | $13,986+27.0% | $11,250+57.9% |