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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 | $503,228 | $183,539+174.2% | $155,556+223.5% | $145,897+244.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 61.31%-50.2pp | 64.84%-53.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $17,004 | $5,315+219.9% | $4,675+263.7% | $4,663+264.7% |
| Participant deferral / active EE | $7,803 | $6,467+20.7% | $5,631+38.6% | $6,689+16.6% |
| Admin fee / account holder | $18,616 | $19,275-3.4% | $15,885+17.2% | $13,390+39.0% |