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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 | $507,796 | $183,539+176.7% | $155,556+226.4% | $145,897+248.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.03% | 61.31%-41.3pp | 64.84%-44.8pp | 552.29%-532.3pp |
| Employer contribution / active EE | $7,323 | $5,315+37.8% | $4,675+56.6% | $4,663+57.1% |
| Participant deferral / active EE | $7,000 | $6,467+8.2% | $5,631+24.3% | $6,689+4.6% |
| Admin fee / account holder | $1,500 | $19,275-92.2% | $15,885-90.6% | $13,390-88.8% |