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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 | $736,664 | $202,342+264.1% | $172,752+326.4% | $152,897+381.8% |
| Participation rate | 82.6% | 87.1%-4.4pp | 82.6%0pp | 82.5%+0.2pp |
| Annual return | 20.40% | 1029.83%-1009.4pp | 802.97%-782.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $30,727 | $5,858+424.5% | $5,144+497.3% | $4,764+545.0% |
| Participant deferral / active EE | $16,570 | $5,948+178.6% | $5,198+218.8% | $5,851+183.2% |
| Admin fee / account holder | $169,311 | $17,111+889.5% | $13,955+1113.3% | $11,599+1359.7% |