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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 | $684,669 | $201,344+240.0% | $184,243+271.6% | $145,877+369.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.07% | 29.01%-15.9pp | 28.82%-15.7pp | 551.28%-538.2pp |
| Employer contribution / active EE | $23,370 | $7,022+232.8% | $6,427+263.6% | $4,663+401.2% |
| Participant deferral / active EE | $35,945 | $9,807+266.5% | $9,132+293.6% | $6,691+437.2% |
| Admin fee / account holder | $241,120 | $16,382+1371.9% | $13,914+1633.0% | $13,402+1699.1% |