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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 | $512,853 | $183,516+179.5% | $155,534+229.7% | $145,884+251.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $7,556 | $5,315+42.2% | $4,675+61.6% | $4,662+62.1% |
| Participant deferral / active EE | $16,449 | $6,467+154.4% | $5,630+192.2% | $6,690+145.9% |
| Admin fee / account holder | $1,862 | $19,293-90.3% | $15,900-88.3% | $13,392-86.1% |