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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 | $510,864 | $183,539+178.3% | $155,556+228.4% | $145,897+250.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.27% | 61.31%-50.0pp | 64.84%-53.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $9,215 | $5,315+73.4% | $4,675+97.1% | $4,663+97.6% |
| Participant deferral / active EE | $18,289 | $6,467+182.8% | $5,631+224.8% | $6,689+173.4% |
| Admin fee / account holder | $821 | $19,275-95.7% | $15,885-94.8% | $13,390-93.9% |