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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 | $676,242 | $183,539+268.4% | $155,556+334.7% | $145,897+363.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.55% | 61.31%-41.8pp | 64.84%-45.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $3,109 | $5,315-41.5% | $4,675-33.5% | $4,663-33.3% |
| Participant deferral / active EE | $8,738 | $6,467+35.1% | $5,631+55.2% | $6,689+30.6% |
| Admin fee / account holder | $15,224 | $19,275-21.0% | $15,885-4.2% | $13,390+13.7% |