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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 | $621,209 | $183,539+238.5% | $155,556+299.3% | $145,897+325.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.16% | 61.31%-42.1pp | 64.84%-45.7pp | 552.29%-533.1pp |
| Employer contribution / active EE | $9,016 | $5,315+69.6% | $4,675+92.8% | $4,663+93.4% |
| Participant deferral / active EE | $11,507 | $6,467+77.9% | $5,631+104.4% | $6,689+72.0% |
| Admin fee / account holder | $12,484 | $19,275-35.2% | $15,885-21.4% | $13,390-6.8% |