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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 | $897,187 | $165,381+442.5% | $149,730+499.2% | $158,966+464.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.48% | 348.29%-337.8pp | 276.70%-266.2pp | 302.95%-292.5pp |
| Employer contribution / active EE | $8,603 | $5,104+68.5% | $4,645+85.2% | $4,762+80.6% |
| Participant deferral / active EE | $10,400 | $7,182+44.8% | $6,843+52.0% | $5,983+73.8% |
| Admin fee / account holder | $334 | $10,809-96.9% | $9,310-96.4% | $11,250-97.0% |