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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 | $726,291 | $209,428+246.8% | $178,498+306.9% | $158,950+356.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.03% | 188.78%-174.8pp | 151.09%-137.1pp | 302.91%-288.9pp |
| Employer contribution / active EE | $12,440 | $5,707+118.0% | $5,011+148.2% | $4,762+161.2% |
| Participant deferral / active EE | $9,183 | $5,955+54.2% | $5,202+76.5% | $5,983+53.5% |
| Admin fee / account holder | $1,658 | $17,077-90.3% | $13,985-88.1% | $11,248-85.3% |