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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 | $537,179 | $148,623+261.4% | $135,974+295.1% | $139,466+285.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.45% | 79.30%-42.8pp | 68.30%-31.9pp | 373.66%-337.2pp |
| Employer contribution / active EE | $6,984 | $5,246+33.1% | $4,859+43.7% | $4,754+46.9% |
| Participant deferral / active EE | $22,043 | $8,103+172.0% | $7,760+184.1% | $6,712+228.4% |
| Admin fee / account holder | $325 | $12,406-97.4% | $10,767-97.0% | $11,409-97.2% |