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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 | $424,518 | $198,457+113.9% | $170,435+149.1% | $147,586+187.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.61% | 257.30%-237.7pp | 205.94%-186.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $9,319 | $6,183+50.7% | $5,432+71.5% | $4,876+91.1% |
| Participant deferral / active EE | $10,645 | $5,629+89.1% | $4,939+115.5% | $5,439+95.7% |
| Admin fee / account holder | $138,111 | $16,852+719.5% | $13,881+895.0% | $10,886+1168.7% |