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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 | $666,195 | $201,259+231.0% | $184,200+261.7% | $145,959+356.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.85% | 28.98%-5.1pp | 28.80%-4.9pp | 561.95%-538.1pp |
| Employer contribution / active EE | $14,300 | $7,018+103.8% | $6,424+122.6% | $4,661+206.8% |
| Participant deferral / active EE | $30,500 | $9,806+211.0% | $9,132+234.0% | $6,689+356.0% |
| Admin fee / account holder | $8,786 | $16,372-46.3% | $13,907-36.8% | $13,398-34.4% |