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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 | $457,783 | $183,592+149.3% | $155,574+194.3% | $145,877+213.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 61.37%-51.0pp | 64.87%-54.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $8,901 | $5,317+67.4% | $4,676+90.4% | $4,663+90.9% |
| Participant deferral / active EE | $2,933 | $6,466-54.6% | $5,629-47.9% | $6,691-56.2% |
| Admin fee / account holder | $5,084 | $19,316-73.7% | $15,914-68.1% | $13,402-62.1% |