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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 | $769,736 | $217,427+254.0% | $185,837+314.2% | $167,518+359.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.09% | 148.39%-130.3pp | 122.08%-104.0pp | 478.71%-460.6pp |
| Employer contribution / active EE | $7,526 | $5,874+28.1% | $5,168+45.6% | $4,838+55.6% |
| Participant deferral / active EE | $18,667 | $6,357+193.6% | $5,568+235.2% | $6,342+194.3% |
| Admin fee / account holder | $2,687 | $19,816-86.4% | $16,241-83.5% | $12,312-78.2% |