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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 | $580,143 | $183,539+216.1% | $155,556+272.9% | $145,897+297.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.94% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $17,729 | $5,315+233.5% | $4,675+279.2% | $4,663+280.2% |
| Participant deferral / active EE | $6,520 | $6,467+0.8% | $5,631+15.8% | $6,689-2.5% |
| Admin fee / account holder | $40,542 | $19,275+110.3% | $15,885+155.2% | $13,390+202.8% |