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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 | $726,965 | $209,428+247.1% | $178,498+307.3% | $158,950+357.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 72.28% | 188.78%-116.5pp | 151.09%-78.8pp | 302.91%-230.6pp |
| Employer contribution / active EE | $3,923 | $5,707-31.3% | $5,011-21.7% | $4,762-17.6% |
| Participant deferral / active EE | $12,320 | $5,955+106.9% | $5,202+136.8% | $5,983+105.9% |
| Admin fee / account holder | $922 | $17,077-94.6% | $13,985-93.4% | $11,248-91.8% |