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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 | $452,755 | $202,342+123.8% | $172,752+162.1% | $152,897+196.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.99% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $10,362 | $5,858+76.9% | $5,144+101.4% | $4,764+117.5% |
| Participant deferral / active EE | $6,492 | $5,948+9.1% | $5,198+24.9% | $5,851+11.0% |
| Admin fee / account holder | $9,098 | $17,111-46.8% | $13,955-34.8% | $11,599-21.6% |