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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 | $578,481 | $217,432+166.1% | $185,851+211.3% | $167,553+245.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.93% | 148.43%-136.5pp | 122.11%-110.2pp | 478.89%-467.0pp |
| Employer contribution / active EE | $11,344 | $5,874+93.1% | $5,168+119.5% | $4,840+134.4% |
| Participant deferral / active EE | $6,932 | $6,357+9.1% | $5,569+24.5% | $6,343+9.3% |
| Admin fee / account holder | $22,954 | $19,820+15.8% | $16,245+41.3% | $12,316+86.4% |