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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 | $618,015 | $183,592+236.6% | $155,574+297.2% | $145,877+323.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $13,171 | $5,317+147.7% | $4,676+181.7% | $4,663+182.5% |
| Participant deferral / active EE | $7,219 | $6,466+11.6% | $5,629+28.2% | $6,691+7.9% |
| Admin fee / account holder | $1,755 | $19,316-90.9% | $15,914-89.0% | $13,402-86.9% |