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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 | $680,389 | $175,259+288.2% | $149,723+354.4% | $139,487+387.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.92% | 166.82%-127.9pp | 134.50%-95.6pp | 373.84%-334.9pp |
| Employer contribution / active EE | $9,444 | $5,478+72.4% | $4,821+95.9% | $4,755+98.6% |
| Participant deferral / active EE | $10,336 | $6,522+58.5% | $5,682+81.9% | $6,713+54.0% |
| Admin fee / account holder | $2,304 | $16,158-85.7% | $13,215-82.6% | $11,407-79.8% |