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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 | $541,413 | $183,516+195.0% | $155,534+248.1% | $145,884+271.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $12,179 | $5,315+129.2% | $4,675+160.5% | $4,662+161.2% |
| Participant deferral / active EE | $10,566 | $6,467+63.4% | $5,630+87.7% | $6,690+57.9% |
| Admin fee / account holder | $2,486 | $19,293-87.1% | $15,900-84.4% | $13,392-81.4% |