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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 | $549,250 | $176,071+211.9% | $159,450+244.5% | $167,497+227.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.06% | 331.79%-309.7pp | 263.60%-241.5pp | 478.62%-456.6pp |
| Employer contribution / active EE | $13,751 | $5,298+159.6% | $4,830+184.7% | $4,838+184.2% |
| Participant deferral / active EE | $19,219 | $7,750+148.0% | $7,352+161.4% | $6,341+203.1% |
| Admin fee / account holder | $5,091 | $12,555-59.5% | $10,800-52.9% | $12,310-58.6% |