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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 | $510,575 | $180,459+182.9% | $154,108+231.3% | $135,380+277.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.86% | 888.21%-881.3pp | 735.21%-728.3pp | 519.81%-512.9pp |
| Employer contribution / active EE | $7,491 | $6,035+24.1% | $5,298+41.4% | $4,779+56.8% |
| Participant deferral / active EE | $3,864 | $5,806-33.5% | $5,081-23.9% | $5,609-31.1% |
| Admin fee / account holder | $24,401 | $16,145+51.1% | $13,411+81.9% | $10,828+125.3% |