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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 | $783,392 | $227,291+244.7% | $214,702+264.9% | $155,188+404.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 12.81% | 60.08%-47.3pp | 54.55%-41.7pp | 148.84%-136.0pp |
| Employer contribution / active EE | $13,083 | $6,772+93.2% | $6,461+102.5% | $4,248+208.0% |
| Participant deferral / active EE | $17,002 | $9,582+77.4% | $9,147+85.9% | $6,531+160.3% |
| Admin fee / account holder | $554 | $20,413-97.3% | $19,830-97.2% | $14,480-96.2% |