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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 | $183,592+174.1% | $155,574+223.5% | $145,877+245.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $17,004 | $5,317+219.8% | $4,676+263.7% | $4,663+264.7% |
| Participant deferral / active EE | $7,803 | $6,466+20.7% | $5,629+38.6% | $6,691+16.6% |
| Admin fee / account holder | $18,616 | $19,316-3.6% | $15,914+17.0% | $13,402+38.9% |