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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 | $543,921 | $223,823+143.0% | $211,142+157.6% | $154,746+251.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 18.26% | 50.39%-32.1pp | 46.84%-28.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $32,500 | $6,787+378.9% | $6,442+404.5% | $4,379+642.2% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13,750 | $19,707-30.2% | $19,076-27.9% | $14,365-4.3% |