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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 | $516,771 | $209,405+146.8% | $178,486+189.5% | $158,931+225.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.44% | 188.77%-179.3pp | 151.08%-141.6pp | 302.86%-293.4pp |
| Employer contribution / active EE | $10,461 | $5,707+83.3% | $5,011+108.8% | $4,761+119.7% |
| Participant deferral / active EE | $10,214 | $5,954+71.5% | $5,202+96.4% | $5,982+70.7% |
| Admin fee / account holder | $4,211 | $17,076-75.3% | $13,985-69.9% | $11,247-62.6% |