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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 | $420,191 | $202,342+107.7% | $172,752+143.2% | $152,897+174.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.24% | 1029.83%-1008.6pp | 802.97%-781.7pp | 345.43%-324.2pp |
| Employer contribution / active EE | $23,625 | $5,858+303.3% | $5,144+359.3% | $4,764+395.9% |
| Participant deferral / active EE | $18,162 | $5,948+205.3% | $5,198+249.4% | $5,851+210.4% |
| Admin fee / account holder | $12,818 | $17,111-25.1% | $13,955-8.1% | $11,599+10.5% |