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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 | $986,550 | $183,592+437.4% | $155,574+534.1% | $145,877+576.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.19% | 61.37%-42.2pp | 64.87%-45.7pp | 551.28%-532.1pp |
| Employer contribution / active EE | $8,334 | $5,317+56.8% | $4,676+78.2% | $4,663+78.7% |
| Participant deferral / active EE | $10,312 | $6,466+59.5% | $5,629+83.2% | $6,691+54.1% |
| Admin fee / account holder | $3,210 | $19,316-83.4% | $15,914-79.8% | $13,402-76.0% |