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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 | $502,255 | $198,457+153.1% | $170,435+194.7% | $147,586+240.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.84% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $23,165 | $6,183+274.7% | $5,432+326.4% | $4,876+375.1% |
| Participant deferral / active EE | $16,582 | $5,629+194.6% | $4,939+235.7% | $5,439+204.9% |
| Admin fee / account holder | $1,656 | $16,852-90.2% | $13,881-88.1% | $10,886-84.8% |