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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 | $575,792 | $198,457+190.1% | $170,435+237.8% | $147,586+290.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.93% | 257.30%-242.4pp | 205.94%-191.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $31,967 | $6,183+417.0% | $5,432+488.5% | $4,876+555.5% |
| Participant deferral / active EE | $13,895 | $5,629+146.8% | $4,939+181.3% | $5,439+155.5% |
| Admin fee / account holder | $1,927 | $16,852-88.6% | $13,881-86.1% | $10,886-82.3% |