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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 | $397,486 | $183,988+116.0% | $162,177+145.1% | $152,897+160.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.61% | 150.79%-128.2pp | 115.60%-93.0pp | 345.43%-322.8pp |
| Employer contribution / active EE | $8,213 | $6,370+28.9% | $5,613+46.3% | $4,764+72.4% |
| Participant deferral / active EE | $17,543 | $8,032+118.4% | $7,297+140.4% | $5,851+199.8% |
| Admin fee / account holder | $741 | $13,123-94.4% | $10,843-93.2% | $11,599-93.6% |