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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 | $515,946 | $184,000+180.4% | $162,185+218.1% | $152,909+237.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 23.79% | 150.80%-127.0pp | 115.61%-91.8pp | 345.46%-321.7pp |
| Employer contribution / active EE | $12,104 | $6,370+90.0% | $5,613+115.6% | $4,764+154.1% |
| Participant deferral / active EE | $16,303 | $8,033+103.0% | $7,297+123.4% | $5,851+178.6% |
| Admin fee / account holder | $325 | $13,124-97.5% | $10,844-97.0% | $11,601-97.2% |