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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 | $967,534 | $203,436+375.6% | $152,466+534.6% | $167,518+477.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 26.59% | 13.80%+12.8pp | 757.33%-730.7pp | 478.71%-452.1pp |
| Employer contribution / active EE | $29,000 | $5,220+455.6% | $4,327+570.3% | $4,838+499.4% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,311 | $22,506-14.2% | $15,805+22.2% | $12,312+56.8% |