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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 | $989,970 | $183,627+439.1% | $155,602+536.2% | $145,978+578.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 61.32%-52.3pp | 64.81%-55.8pp | 550.52%-541.5pp |
| Employer contribution / active EE | $11,514 | $5,316+116.6% | $4,675+146.3% | $4,662+147.0% |
| Participant deferral / active EE | $10,900 | $6,466+68.6% | $5,629+93.6% | $6,690+62.9% |
| Admin fee / account holder | $35,978 | $19,327+86.2% | $15,923+125.9% | $13,400+168.5% |