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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 | $562,632 | $183,592+206.5% | $155,574+261.6% | $145,877+285.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.34% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,654 | $5,317-68.9% | $4,676-64.6% | $4,663-64.5% |
| Participant deferral / active EE | $5,372 | $6,466-16.9% | $5,629-4.6% | $6,691-19.7% |
| Admin fee / account holder | $22,753 | $19,316+17.8% | $15,914+43.0% | $13,402+69.8% |