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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 | $508,920 | $183,592+177.2% | $155,574+227.1% | $145,877+248.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $10,120 | $5,317+90.3% | $4,676+116.4% | $4,663+117.0% |
| Participant deferral / active EE | $10,450 | $6,466+61.6% | $5,629+85.6% | $6,691+56.2% |
| Admin fee / account holder | $13,891 | $19,316-28.1% | $15,914-12.7% | $13,402+3.6% |