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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 | $759,166 | $178,174+326.1% | $156,181+386.1% | $137,256+453.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.28% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $26,221 | $4,972+427.4% | $4,294+510.7% | $4,156+530.9% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $29,520 | $17,404+69.6% | $14,586+102.4% | $12,270+140.6% |