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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 | $594,859 | $183,539+224.1% | $155,556+282.4% | $145,897+307.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.83% | 61.31%-46.5pp | 64.84%-50.0pp | 552.29%-537.5pp |
| Employer contribution / active EE | $10,305 | $5,315+93.9% | $4,675+120.4% | $4,663+121.0% |
| Participant deferral / active EE | $13,271 | $6,467+105.2% | $5,631+135.7% | $6,689+98.4% |
| Admin fee / account holder | $863 | $19,275-95.5% | $15,885-94.6% | $13,390-93.6% |