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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 | $758,255 | $108,897+596.3% | $100,378+655.4% | $145,877+419.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.97% | 58.17%-46.2pp | 49.41%-37.4pp | 551.28%-539.3pp |
| Employer contribution / active EE | $7,477 | $4,420+69.2% | $3,942+89.7% | $4,663+60.3% |
| Participant deferral / active EE | $19,662 | $8,455+132.6% | $8,087+143.1% | $6,691+193.9% |
| Admin fee / account holder | $10,092 | $9,690+4.2% | $7,899+27.8% | $13,402-24.7% |