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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 | $468,018 | $209,425+123.5% | $178,499+162.2% | $158,966+194.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.20% | 188.80%-170.6pp | 151.10%-132.9pp | 302.95%-284.7pp |
| Employer contribution / active EE | $13,341 | $5,707+133.7% | $5,011+166.2% | $4,762+180.1% |
| Participant deferral / active EE | $7,879 | $5,955+32.3% | $5,202+51.4% | $5,983+31.7% |
| Admin fee / account holder | $805 | $17,078-95.3% | $13,986-94.2% | $11,250-92.8% |