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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 | $596,031 | $183,516+224.8% | $155,534+283.2% | $145,884+308.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.72% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $7,148 | $5,315+34.5% | $4,675+52.9% | $4,662+53.3% |
| Participant deferral / active EE | $11,600 | $6,467+79.4% | $5,630+106.0% | $6,690+73.4% |
| Admin fee / account holder | $3,118 | $19,293-83.8% | $15,900-80.4% | $13,392-76.7% |