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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 | $209,405+291.8% | $178,486+359.7% | $158,931+416.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.77% | 188.77%-177.0pp | 151.08%-139.3pp | 302.86%-291.1pp |
| Employer contribution / active EE | $15,959 | $5,707+179.7% | $5,011+218.5% | $4,761+235.2% |
| Participant deferral / active EE | $15,211 | $5,954+155.5% | $5,202+192.4% | $5,982+154.3% |
| Admin fee / account holder | $4,142 | $17,076-75.7% | $13,985-70.4% | $11,247-63.2% |