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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 | $820,471 | $209,422+291.8% | $178,503+359.6% | $158,982+416.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.81%-177.0pp | 151.12%-139.4pp | 302.99%-291.2pp |
| Employer contribution / active EE | $15,959 | $5,707+179.6% | $5,011+218.5% | $4,763+235.1% |
| Participant deferral / active EE | $15,211 | $5,955+155.4% | $5,202+192.4% | $5,983+154.2% |
| Admin fee / account holder | $4,142 | $17,079-75.7% | $13,987-70.4% | $11,252-63.2% |