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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 | $488,977 | $209,422+133.5% | $178,503+173.9% | $158,982+207.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.28% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $12,698 | $5,707+122.5% | $5,011+153.4% | $4,763+166.6% |
| Participant deferral / active EE | $18,800 | $5,955+215.7% | $5,202+261.4% | $5,983+214.2% |
| Admin fee / account holder | $4,039 | $17,079-76.4% | $13,987-71.1% | $11,252-64.1% |