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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 | $507,099 | $217,427+133.2% | $185,837+172.9% | $167,518+202.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.13% | 148.39%-134.3pp | 122.08%-107.9pp | 478.71%-464.6pp |
| Employer contribution / active EE | $6,527 | $5,874+11.1% | $5,168+26.3% | $4,838+34.9% |
| Participant deferral / active EE | $26,172 | $6,357+311.7% | $5,568+370.0% | $6,342+312.7% |
| Admin fee / account holder | $160,903 | $19,816+712.0% | $16,241+890.7% | $12,312+1206.8% |