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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 | $499,789 | $209,428+138.6% | $178,498+180.0% | $158,950+214.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.52% | 188.78%-161.3pp | 151.09%-123.6pp | 302.91%-275.4pp |
| Employer contribution / active EE | $25,932 | $5,707+354.4% | $5,011+417.5% | $4,762+444.6% |
| Participant deferral / active EE | $18,461 | $5,955+210.0% | $5,202+254.9% | $5,983+208.6% |
| Admin fee / account holder | $20,243 | $17,077+18.5% | $13,985+44.7% | $11,248+80.0% |