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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 | $403,777 | $183,627+119.9% | $155,602+159.5% | $145,978+176.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.21% | 61.32%-52.1pp | 64.81%-55.6pp | 550.52%-541.3pp |
| Employer contribution / active EE | $10,100 | $5,316+90.0% | $4,675+116.0% | $4,662+116.6% |
| Participant deferral / active EE | $9,227 | $6,466+42.7% | $5,629+63.9% | $6,690+37.9% |
| Admin fee / account holder | $891 | $19,327-95.4% | $15,923-94.4% | $13,400-93.3% |