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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 | $574,167 | $176,077+226.1% | $159,455+260.1% | $167,518+242.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.27% | 331.83%-317.6pp | 263.63%-249.4pp | 478.71%-464.4pp |
| Employer contribution / active EE | $13,539 | $5,298+155.6% | $4,830+180.3% | $4,838+179.8% |
| Participant deferral / active EE | $15,873 | $7,751+104.8% | $7,353+115.9% | $6,342+150.3% |
| Admin fee / account holder | $1,304 | $12,556-89.6% | $10,800-87.9% | $12,312-89.4% |