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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 | $385,294 | $165,381+133.0% | $149,730+157.3% | $158,966+142.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.98% | 348.29%-323.3pp | 276.70%-251.7pp | 302.95%-278.0pp |
| Employer contribution / active EE | $13,823 | $5,104+170.8% | $4,645+197.6% | $4,762+190.2% |
| Participant deferral / active EE | $12,440 | $7,182+73.2% | $6,843+81.8% | $5,983+107.9% |
| Admin fee / account holder | $725 | $10,809-93.3% | $9,310-92.2% | $11,250-93.6% |