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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 | $901,246 | $183,592+390.9% | $155,574+479.3% | $145,877+517.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.23% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $8,858 | $5,317+66.6% | $4,676+89.4% | $4,663+90.0% |
| Participant deferral / active EE | $8,421 | $6,466+30.2% | $5,629+49.6% | $6,691+25.9% |
| Admin fee / account holder | $3,980 | $19,316-79.4% | $15,914-75.0% | $13,402-70.3% |