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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 | $525,562 | $183,978+185.7% | $162,171+224.1% | $152,885+243.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.05% | 150.78%-132.7pp | 115.60%-97.6pp | 345.39%-327.3pp |
| Employer contribution / active EE | $13,160 | $6,370+106.6% | $5,613+134.5% | $4,763+176.3% |
| Participant deferral / active EE | $9,603 | $8,033+19.5% | $7,297+31.6% | $5,851+64.1% |
| Admin fee / account holder | $19,540 | $13,122+48.9% | $10,843+80.2% | $11,598+68.5% |