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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 | $529,279 | $209,425+152.7% | $178,499+196.5% | $158,966+233.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.18% | 188.80%-163.6pp | 151.10%-125.9pp | 302.95%-277.8pp |
| Employer contribution / active EE | $16,130 | $5,707+182.6% | $5,011+221.9% | $4,762+238.7% |
| Participant deferral / active EE | $9,785 | $5,955+64.3% | $5,202+88.1% | $5,983+63.5% |
| Admin fee / account holder | $1,600 | $17,078-90.6% | $13,986-88.6% | $11,250-85.8% |