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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 | $591,179 | $196,972+200.1% | $182,262+224.4% | $198,609+197.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.54% | 158.27%-143.7pp | 140.60%-126.1pp | 202.70%-188.2pp |
| Employer contribution / active EE | $25,680 | $5,364+378.8% | $5,046+408.9% | $5,055+408.0% |
| Participant deferral / active EE | $25,937 | $8,643+200.1% | $8,276+213.4% | $6,977+271.8% |
| Admin fee / account holder | $1,572 | $18,429-91.5% | $16,712-90.6% | $19,030-91.7% |