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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 | $422,292 | $209,422+101.6% | $178,503+136.6% | $158,982+165.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.25% | 188.81%-160.6pp | 151.12%-122.9pp | 302.99%-274.7pp |
| Employer contribution / active EE | $10,556 | $5,707+85.0% | $5,011+110.6% | $4,763+121.6% |
| Participant deferral / active EE | $12,490 | $5,955+109.7% | $5,202+140.1% | $5,983+108.7% |
| Admin fee / account holder | $3,479 | $17,079-79.6% | $13,987-75.1% | $11,252-69.1% |