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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 | $591,768 | $183,592+222.3% | $155,574+280.4% | $145,877+305.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.13% | 61.37%-38.2pp | 64.87%-41.7pp | 551.28%-528.2pp |
| Employer contribution / active EE | $9,210 | $5,317+73.2% | $4,676+97.0% | $4,663+97.5% |
| Participant deferral / active EE | $8,738 | $6,466+35.1% | $5,629+55.2% | $6,691+30.6% |
| Admin fee / account holder | $24,381 | $19,316+26.2% | $15,914+53.2% | $13,402+81.9% |