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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 | $580,256 | $176,071+229.6% | $159,450+263.9% | $167,497+246.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.75% | 331.79%-320.0pp | 263.60%-251.8pp | 478.62%-466.9pp |
| Employer contribution / active EE | $9,920 | $5,298+87.3% | $4,830+105.4% | $4,838+105.1% |
| Participant deferral / active EE | $18,173 | $7,750+134.5% | $7,352+147.2% | $6,341+186.6% |
| Admin fee / account holder | $2,386 | $12,555-81.0% | $10,800-77.9% | $12,310-80.6% |