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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 | $404,088 | $209,422+93.0% | $178,503+126.4% | $158,982+154.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.29% | 188.81%-165.5pp | 151.12%-127.8pp | 302.99%-279.7pp |
| Employer contribution / active EE | $18,511 | $5,707+224.4% | $5,011+269.4% | $4,763+288.6% |
| Participant deferral / active EE | $7,033 | $5,955+18.1% | $5,202+35.2% | $5,983+17.5% |
| Admin fee / account holder | $2,953 | $17,079-82.7% | $13,987-78.9% | $11,252-73.8% |