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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 | $209,405+123.6% | $178,486+162.4% | $158,931+194.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.12% | 188.77%-173.7pp | 151.08%-136.0pp | 302.86%-287.7pp |
| Employer contribution / active EE | $17,845 | $5,707+212.7% | $5,011+256.1% | $4,761+274.8% |
| Participant deferral / active EE | $11,588 | $5,954+94.6% | $5,202+122.8% | $5,982+93.7% |
| Admin fee / account holder | $2,426 | $17,076-85.8% | $13,985-82.6% | $11,247-78.4% |