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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 | $887,172 | $183,592+383.2% | $155,574+470.3% | $145,877+508.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.4pp |
| Employer contribution / active EE | $6,376 | $5,317+19.9% | $4,676+36.4% | $4,663+36.7% |
| Participant deferral / active EE | $2,836 | $6,466-56.1% | $5,629-49.6% | $6,691-57.6% |
| Admin fee / account holder | $25,635 | $19,316+32.7% | $15,914+61.1% | $13,402+91.3% |