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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 | $203,483+375.5% | $152,473+534.6% | $167,536+477.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 26.59% | 13.80%+12.8pp | 757.59%-731.0pp | 478.82%-452.2pp |
| Employer contribution / active EE | $29,000 | $5,219+455.7% | $4,326+570.4% | $4,839+499.3% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,311 | $22,521-14.3% | $15,811+22.1% | $12,315+56.8% |