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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 | $622,379 | $183,516+239.1% | $155,534+300.2% | $145,884+326.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.27% | 61.43%-47.2pp | 64.92%-50.6pp | 551.85%-537.6pp |
| Employer contribution / active EE | $17,993 | $5,315+238.5% | $4,675+284.9% | $4,662+285.9% |
| Participant deferral / active EE | $2,423 | $6,467-62.5% | $5,630-57.0% | $6,690-63.8% |
| Admin fee / account holder | $33,115 | $19,293+71.6% | $15,900+108.3% | $13,392+147.3% |