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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 | $744,945 | $165,399+350.4% | $149,745+397.5% | $158,982+368.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.62% | 348.34%-324.7pp | 276.72%-253.1pp | 302.99%-279.4pp |
| Employer contribution / active EE | $32,516 | $5,105+537.0% | $4,646+599.9% | $4,763+582.7% |
| Participant deferral / active EE | $9,910 | $7,183+38.0% | $6,843+44.8% | $5,983+65.6% |
| Admin fee / account holder | $10,791 | $10,811-0.2% | $9,312+15.9% | $11,252-4.1% |