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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 | $507,180 | $198,457+155.6% | $170,435+197.6% | $147,586+243.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.18% | 257.30%-244.1pp | 205.94%-192.8pp | 578.59%-565.4pp |
| Employer contribution / active EE | $16,682 | $6,183+169.8% | $5,432+207.1% | $4,876+242.1% |
| Participant deferral / active EE | $11,262 | $5,629+100.1% | $4,939+128.0% | $5,439+107.1% |
| Admin fee / account holder | $1,751 | $16,852-89.6% | $13,881-87.4% | $10,886-83.9% |