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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 | $633,594 | $183,516+245.3% | $155,534+307.4% | $145,884+334.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.73% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $9,861 | $5,315+85.5% | $4,675+110.9% | $4,662+111.5% |
| Participant deferral / active EE | $12,416 | $6,467+92.0% | $5,630+120.5% | $6,690+85.6% |
| Admin fee / account holder | $5,005 | $19,293-74.1% | $15,900-68.5% | $13,392-62.6% |