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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 | $576,814 | $175,231+229.2% | $149,696+285.3% | $139,466+313.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.62% | 166.77%-155.1pp | 134.46%-122.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $12,997 | $5,478+137.3% | $4,821+169.6% | $4,754+173.4% |
| Participant deferral / active EE | $8,433 | $6,521+29.3% | $5,682+48.4% | $6,712+25.6% |
| Admin fee / account holder | $22,750 | $16,155+40.8% | $13,212+72.2% | $11,409+99.4% |