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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 | $672,340 | $183,516+266.4% | $155,534+332.3% | $145,884+360.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.16% | 61.43%-46.3pp | 64.92%-49.8pp | 551.85%-536.7pp |
| Employer contribution / active EE | $15,266 | $5,315+187.2% | $4,675+226.6% | $4,662+227.4% |
| Participant deferral / active EE | $13,413 | $6,467+107.4% | $5,630+138.2% | $6,690+100.5% |
| Admin fee / account holder | $2,114 | $19,293-89.0% | $15,900-86.7% | $13,392-84.2% |