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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 | $661,191 | $183,539+260.2% | $155,556+325.0% | $145,897+353.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 61.31%-50.5pp | 64.84%-54.1pp | 552.29%-541.5pp |
| Employer contribution / active EE | $7,859 | $5,315+47.8% | $4,675+68.1% | $4,663+68.5% |
| Participant deferral / active EE | $10,572 | $6,467+63.5% | $5,631+87.8% | $6,689+58.0% |
| Admin fee / account holder | $12,753 | $19,275-33.8% | $15,885-19.7% | $13,390-4.8% |