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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 | $496,836 | $202,342+145.5% | $172,752+187.6% | $152,897+224.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.35% | 1029.83%-1008.5pp | 802.97%-781.6pp | 345.43%-324.1pp |
| Employer contribution / active EE | $9,146 | $5,858+56.1% | $5,144+77.8% | $4,764+92.0% |
| Participant deferral / active EE | $8,505 | $5,948+43.0% | $5,198+63.6% | $5,851+45.4% |
| Admin fee / account holder | $605 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |