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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 | $574,867 | $183,539+213.2% | $155,556+269.6% | $145,897+294.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 61.31%-49.3pp | 64.84%-52.8pp | 552.29%-540.3pp |
| Employer contribution / active EE | $19,514 | $5,315+267.1% | $4,675+317.4% | $4,663+318.5% |
| Participant deferral / active EE | $11,260 | $6,467+74.1% | $5,631+100.0% | $6,689+68.3% |
| Admin fee / account holder | $2,909 | $19,275-84.9% | $15,885-81.7% | $13,390-78.3% |