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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 | $183,516+174.2% | $155,534+223.5% | $145,884+245.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.14% | 61.43%-50.3pp | 64.92%-53.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $17,004 | $5,315+220.0% | $4,675+263.7% | $4,662+264.7% |
| Participant deferral / active EE | $7,803 | $6,467+20.7% | $5,630+38.6% | $6,690+16.6% |
| Admin fee / account holder | $18,616 | $19,293-3.5% | $15,900+17.1% | $13,392+39.0% |