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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 | $684,943 | $209,422+227.1% | $178,503+283.7% | $158,982+330.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 110.07% | 188.81%-78.7pp | 151.12%-41.0pp | 302.99%-192.9pp |
| Employer contribution / active EE | $33,073 | $5,707+479.5% | $5,011+560.0% | $4,763+594.4% |
| Participant deferral / active EE | $22,707 | $5,955+281.3% | $5,202+336.5% | $5,983+279.5% |
| Admin fee / account holder | $2,458 | $17,079-85.6% | $13,987-82.4% | $11,252-78.2% |