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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 | $857,180 | $183,516+367.1% | $155,534+451.1% | $145,884+487.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 61.43%-50.3pp | 64.92%-53.7pp | 551.85%-540.7pp |
| Employer contribution / active EE | $10,912 | $5,315+105.3% | $4,675+133.4% | $4,662+134.0% |
| Participant deferral / active EE | $7,100 | $6,467+9.8% | $5,630+26.1% | $6,690+6.1% |
| Admin fee / account holder | $2,548 | $19,293-86.8% | $15,900-84.0% | $13,392-81.0% |