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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 | $596,486 | $183,592+224.9% | $155,574+283.4% | $145,877+308.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.69% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $14,111 | $5,317+165.4% | $4,676+201.8% | $4,663+202.6% |
| Participant deferral / active EE | $9,215 | $6,466+42.5% | $5,629+63.7% | $6,691+37.7% |
| Admin fee / account holder | $19,604 | $19,316+1.5% | $15,914+23.2% | $13,402+46.3% |