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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 | $630,745 | $201,264+213.4% | $184,185+242.5% | $145,978+332.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.26% | 29.00%-18.7pp | 28.81%-18.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $51,191 | $7,021+629.1% | $6,426+696.7% | $4,662+998.1% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,882 | $16,376+15.3% | $13,909+35.8% | $13,400+40.9% |