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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 | $505,891 | $209,422+141.6% | $178,503+183.4% | $158,982+218.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.16% | 188.81%-176.6pp | 151.12%-139.0pp | 302.99%-290.8pp |
| Employer contribution / active EE | $21,091 | $5,707+269.6% | $5,011+320.9% | $4,763+342.8% |
| Participant deferral / active EE | $11,331 | $5,955+90.3% | $5,202+117.8% | $5,983+89.4% |
| Admin fee / account holder | $1,270 | $17,079-92.6% | $13,987-90.9% | $11,252-88.7% |