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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 | $732,956 | $209,405+250.0% | $178,486+310.7% | $158,931+361.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.07% | 188.77%-175.7pp | 151.08%-138.0pp | 302.86%-289.8pp |
| Employer contribution / active EE | $26,967 | $5,707+372.5% | $5,011+438.2% | $4,761+466.4% |
| Participant deferral / active EE | $15,627 | $5,954+162.5% | $5,202+200.4% | $5,982+161.2% |
| Admin fee / account holder | $8,594 | $17,076-49.7% | $13,985-38.5% | $11,247-23.6% |