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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 | $183,516+253.1% | $155,534+316.7% | $145,884+344.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.71% | 61.43%-38.7pp | 64.92%-42.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $12,211 | $5,315+129.8% | $4,675+161.2% | $4,662+161.9% |
| Participant deferral / active EE | $10,644 | $6,467+64.6% | $5,630+89.1% | $6,690+59.1% |
| Admin fee / account holder | $21,608 | $19,293+12.0% | $15,900+35.9% | $13,392+61.3% |