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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 | $780,455 | $183,516+325.3% | $155,534+401.8% | $145,884+435.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $8,054 | $5,315+51.5% | $4,675+72.3% | $4,662+72.7% |
| Participant deferral / active EE | $10,883 | $6,467+68.3% | $5,630+93.3% | $6,690+62.7% |
| Admin fee / account holder | $31,040 | $19,293+60.9% | $15,900+95.2% | $13,392+131.8% |