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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 | $603,189 | $209,425+188.0% | $178,499+237.9% | $158,966+279.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.88% | 188.80%-168.9pp | 151.10%-131.2pp | 302.95%-283.1pp |
| Employer contribution / active EE | $5,477 | $5,707-4.0% | $5,011+9.3% | $4,762+15.0% |
| Participant deferral / active EE | $13,643 | $5,955+129.1% | $5,202+162.3% | $5,983+128.0% |
| Admin fee / account holder | $27,443 | $17,078+60.7% | $13,986+96.2% | $11,250+143.9% |