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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 | $487,049 | $176,077+176.6% | $159,455+205.4% | $167,518+190.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.42% | 331.83%-321.4pp | 263.63%-253.2pp | 478.71%-468.3pp |
| Employer contribution / active EE | $11,835 | $5,298+123.4% | $4,830+145.0% | $4,838+144.6% |
| Participant deferral / active EE | $8,665 | $7,751+11.8% | $7,353+17.8% | $6,342+36.6% |
| Admin fee / account holder | $339 | $12,556-97.3% | $10,800-96.9% | $12,312-97.2% |