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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 | $643,566 | $217,427+196.0% | $185,837+246.3% | $167,518+284.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.95% | 148.39%-133.4pp | 122.08%-107.1pp | 478.71%-463.8pp |
| Employer contribution / active EE | $14,882 | $5,874+153.3% | $5,168+188.0% | $4,838+207.6% |
| Participant deferral / active EE | $9,333 | $6,357+46.8% | $5,568+67.6% | $6,342+47.2% |
| Admin fee / account holder | $938 | $19,816-95.3% | $16,241-94.2% | $12,312-92.4% |