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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 | $672,122 | $183,592+266.1% | $155,574+332.0% | $145,877+360.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.66% | 61.37%-38.7pp | 64.87%-42.2pp | 551.28%-528.6pp |
| Employer contribution / active EE | $8,333 | $5,317+56.7% | $4,676+78.2% | $4,663+78.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $26,419 | $19,316+36.8% | $15,914+66.0% | $13,402+97.1% |