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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 | $509,328 | $209,425+143.2% | $178,499+185.3% | $158,966+220.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.33% | 188.80%-153.5pp | 151.10%-115.8pp | 302.95%-267.6pp |
| Employer contribution / active EE | $13,088 | $5,707+129.3% | $5,011+161.2% | $4,762+174.8% |
| Participant deferral / active EE | $8,122 | $5,955+36.4% | $5,202+56.1% | $5,983+35.7% |
| Admin fee / account holder | $429 | $17,078-97.5% | $13,986-96.9% | $11,250-96.2% |