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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 | $685,070 | $185,905+268.5% | $170,057+302.8% | $139,487+391.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.19% | 60.56%-38.4pp | 53.42%-31.2pp | 373.84%-351.6pp |
| Employer contribution / active EE | $22,515 | $7,597+196.4% | $6,790+231.6% | $4,755+373.5% |
| Participant deferral / active EE | $15,291 | $11,627+31.5% | $10,411+46.9% | $6,713+127.8% |
| Admin fee / account holder | $1,827 | $15,397-88.1% | $12,826-85.8% | $11,407-84.0% |