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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 | $739,254 | $183,516+302.8% | $155,534+375.3% | $145,884+406.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.60% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $8,668 | $5,315+63.1% | $4,675+85.4% | $4,662+85.9% |
| Participant deferral / active EE | $4,429 | $6,467-31.5% | $5,630-21.3% | $6,690-33.8% |
| Admin fee / account holder | $4,712 | $19,293-75.6% | $15,900-70.4% | $13,392-64.8% |