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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 | $612,292 | $183,516+233.6% | $155,534+293.7% | $145,884+319.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $12,712 | $5,315+139.2% | $4,675+171.9% | $4,662+172.7% |
| Participant deferral / active EE | $21,900 | $6,467+238.7% | $5,630+289.0% | $6,690+227.4% |
| Admin fee / account holder | $23,377 | $19,293+21.2% | $15,900+47.0% | $13,392+74.6% |