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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 | $498,656 | $198,457+151.3% | $170,435+192.6% | $147,586+237.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.84% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.8pp |
| Employer contribution / active EE | $11,530 | $6,183+86.5% | $5,432+112.2% | $4,876+136.4% |
| Participant deferral / active EE | $9,615 | $5,629+70.8% | $4,939+94.7% | $5,439+76.8% |
| Admin fee / account holder | $1,673 | $16,852-90.1% | $13,881-87.9% | $10,886-84.6% |