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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 | $393,468 | $197,637+99.1% | $177,848+121.2% | $158,982+147.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 55.99% | 58.77%-2.8pp | 48.33%+7.7pp | 302.99%-247.0pp |
| Employer contribution / active EE | $21,223 | $6,698+216.8% | $5,919+258.6% | $4,763+345.6% |
| Participant deferral / active EE | $13,255 | $8,405+57.7% | $7,714+71.8% | $5,983+121.5% |
| Admin fee / account holder | $431 | $15,406-97.2% | $12,431-96.5% | $11,252-96.2% |