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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 | $590,996 | $183,539+222.0% | $155,556+279.9% | $145,897+305.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 61.31%-50.3pp | 64.84%-53.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $11,287 | $5,315+112.3% | $4,675+141.4% | $4,663+142.1% |
| Participant deferral / active EE | $7,266 | $6,467+12.4% | $5,631+29.0% | $6,689+8.6% |
| Admin fee / account holder | $30,298 | $19,275+57.2% | $15,885+90.7% | $13,390+126.3% |