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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 | $531,114 | $183,516+189.4% | $155,534+241.5% | $145,884+264.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $8,794 | $5,315+65.5% | $4,675+88.1% | $4,662+88.6% |
| Participant deferral / active EE | $8,061 | $6,467+24.7% | $5,630+43.2% | $6,690+20.5% |
| Admin fee / account holder | $41,234 | $19,293+113.7% | $15,900+159.3% | $13,392+207.9% |