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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 | $183,592+216.0% | $155,574+272.9% | $145,877+297.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.94% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $17,729 | $5,317+233.5% | $4,676+279.2% | $4,663+280.2% |
| Participant deferral / active EE | $6,520 | $6,466+0.8% | $5,629+15.8% | $6,691-2.5% |
| Admin fee / account holder | $40,542 | $19,316+109.9% | $15,914+154.8% | $13,402+202.5% |