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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 | $509,034 | $202,342+151.6% | $172,752+194.7% | $152,897+232.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.27% | 1029.83%-1013.6pp | 802.97%-786.7pp | 345.43%-329.2pp |
| Employer contribution / active EE | $12,000 | $5,858+104.9% | $5,144+133.3% | $4,764+151.9% |
| Participant deferral / active EE | $24,000 | $5,948+303.5% | $5,198+361.7% | $5,851+310.2% |
| Admin fee / account holder | $2,337 | $17,111-86.3% | $13,955-83.3% | $11,599-79.9% |