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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 | $551,666 | $162,136+240.2% | $152,301+262.2% | $154,746+256.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.90% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.4pp |
| Employer contribution / active EE | $13,353 | $4,890+173.0% | $4,624+188.7% | $4,379+204.9% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $257,454 | $15,759+1533.7% | $14,398+1688.1% | $14,365+1692.2% |