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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 | $594,147 | $209,422+183.7% | $178,503+232.9% | $158,982+273.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.04% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $12,388 | $5,707+117.1% | $5,011+147.2% | $4,763+160.1% |
| Participant deferral / active EE | $17,893 | $5,955+200.5% | $5,202+243.9% | $5,983+199.0% |
| Admin fee / account holder | $12,904 | $17,079-24.4% | $13,987-7.7% | $11,252+14.7% |