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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 | $724,525 | $209,428+246.0% | $178,498+305.9% | $158,950+355.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.38% | 188.78%-175.4pp | 151.09%-137.7pp | 302.91%-289.5pp |
| Employer contribution / active EE | $13,157 | $5,707+130.5% | $5,011+162.6% | $4,762+176.3% |
| Participant deferral / active EE | $6,634 | $5,955+11.4% | $5,202+27.5% | $5,983+10.9% |
| Admin fee / account holder | $24,942 | $17,077+46.1% | $13,985+78.3% | $11,248+121.7% |