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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 | $183,592+221.9% | $155,574+279.9% | $145,877+305.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $11,287 | $5,317+112.3% | $4,676+141.4% | $4,663+142.1% |
| Participant deferral / active EE | $7,266 | $6,466+12.4% | $5,629+29.1% | $6,691+8.6% |
| Admin fee / account holder | $30,298 | $19,316+56.9% | $15,914+90.4% | $13,402+126.1% |