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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 | $696,837 | $183,539+279.7% | $155,556+348.0% | $145,897+377.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 61.31%-50.6pp | 64.84%-54.1pp | 552.29%-541.6pp |
| Employer contribution / active EE | $9,693 | $5,315+82.4% | $4,675+107.3% | $4,663+107.9% |
| Participant deferral / active EE | $12,330 | $6,467+90.7% | $5,631+119.0% | $6,689+84.3% |
| Admin fee / account holder | $14,560 | $19,275-24.5% | $15,885-8.3% | $13,390+8.7% |