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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 | $468,259 | $209,422+123.6% | $178,503+162.3% | $158,982+194.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.12% | 188.81%-173.7pp | 151.12%-136.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $17,845 | $5,707+212.7% | $5,011+256.1% | $4,763+274.7% |
| Participant deferral / active EE | $11,588 | $5,955+94.6% | $5,202+122.7% | $5,983+93.7% |
| Admin fee / account holder | $2,426 | $17,079-85.8% | $13,987-82.7% | $11,252-78.4% |