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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 | $564,093 | $183,592+207.3% | $155,574+262.6% | $145,877+286.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.33% | 61.37%-48.0pp | 64.87%-51.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $6,512 | $5,317+22.5% | $4,676+39.3% | $4,663+39.7% |
| Participant deferral / active EE | $15,970 | $6,466+147.0% | $5,629+183.7% | $6,691+138.7% |
| Admin fee / account holder | $3,728 | $19,316-80.7% | $15,914-76.6% | $13,402-72.2% |