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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 | $183,539+253.1% | $155,556+316.6% | $145,897+344.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.71% | 61.31%-38.6pp | 64.84%-42.1pp | 552.29%-529.6pp |
| Employer contribution / active EE | $12,211 | $5,315+129.7% | $4,675+161.2% | $4,663+161.9% |
| Participant deferral / active EE | $10,644 | $6,467+64.6% | $5,631+89.0% | $6,689+59.1% |
| Admin fee / account holder | $21,608 | $19,275+12.1% | $15,885+36.0% | $13,390+61.4% |