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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 | $573,264 | $183,539+212.3% | $155,556+268.5% | $145,897+292.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.98% | 61.31%-44.3pp | 64.84%-47.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $12,529 | $5,315+135.7% | $4,675+168.0% | $4,663+168.7% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,631+80.6% | $6,689+52.0% |
| Admin fee / account holder | $2,151 | $19,275-88.8% | $15,885-86.5% | $13,390-83.9% |