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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 | $491,448 | $217,432+126.0% | $185,849+164.4% | $167,536+193.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.09% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $29,944 | $5,875+409.7% | $5,169+479.4% | $4,839+518.8% |
| Participant deferral / active EE | $23,463 | $6,357+269.1% | $5,569+321.3% | $6,342+269.9% |
| Admin fee / account holder | $2,057 | $19,818-89.6% | $16,244-87.3% | $12,315-83.3% |