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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 | $663,560 | $209,422+216.9% | $178,503+271.7% | $158,982+317.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.34% | 188.81%-173.5pp | 151.12%-135.8pp | 302.99%-287.6pp |
| Employer contribution / active EE | $12,904 | $5,707+126.1% | $5,011+157.5% | $4,763+170.9% |
| Participant deferral / active EE | $14,407 | $5,955+141.9% | $5,202+176.9% | $5,983+140.8% |
| Admin fee / account holder | $5,010 | $17,079-70.7% | $13,987-64.2% | $11,252-55.5% |