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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 | $584,056 | $183,516+218.3% | $155,534+275.5% | $145,884+300.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.78% | 61.43%-52.6pp | 64.92%-56.1pp | 551.85%-543.1pp |
| Employer contribution / active EE | $7,604 | $5,315+43.1% | $4,675+62.7% | $4,662+63.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $32,440 | $19,293+68.1% | $15,900+104.0% | $13,392+142.2% |