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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 | $420,171 | $183,516+129.0% | $155,534+170.1% | $145,884+188.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.78% | 61.43%-50.6pp | 64.92%-54.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $10,561 | $5,315+98.7% | $4,675+125.9% | $4,662+126.5% |
| Participant deferral / active EE | $8,199 | $6,467+26.8% | $5,630+45.6% | $6,690+22.6% |
| Admin fee / account holder | $2,338 | $19,293-87.9% | $15,900-85.3% | $13,392-82.5% |