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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 | $706,976 | $178,174+296.8% | $156,181+352.7% | $137,256+415.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.41% | 84.19%-61.8pp | 64.87%-42.5pp | 220.34%-197.9pp |
| Employer contribution / active EE | $25,000 | $4,972+402.8% | $4,294+482.2% | $4,156+501.5% |
| Participant deferral / active EE | $28,500 | $6,888+313.8% | $6,132+364.8% | $6,407+344.8% |
| Admin fee / account holder | $881 | $17,404-94.9% | $14,586-94.0% | $12,270-92.8% |