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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 | $648,071 | $183,627+252.9% | $155,602+316.5% | $145,978+344.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.71% | 61.32%-38.6pp | 64.81%-42.1pp | 550.52%-527.8pp |
| Employer contribution / active EE | $12,211 | $5,316+129.7% | $4,675+161.2% | $4,662+161.9% |
| Participant deferral / active EE | $10,644 | $6,466+64.6% | $5,629+89.1% | $6,690+59.1% |
| Admin fee / account holder | $21,608 | $19,327+11.8% | $15,923+35.7% | $13,400+61.2% |