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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 | $744,251 | $148,623+400.8% | $135,974+447.3% | $139,466+433.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.98% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $8,474 | $5,246+61.5% | $4,859+74.4% | $4,754+78.3% |
| Participant deferral / active EE | $12,870 | $8,103+58.8% | $7,760+65.9% | $6,712+91.7% |
| Admin fee / account holder | $20,568 | $12,406+65.8% | $10,767+91.0% | $11,409+80.3% |