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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 | $990,207 | $157,296+529.5% | $141,191+601.3% | $152,897+547.6% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 18.67% | 64.34%-45.7pp | 71.41%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $14,625 | $5,262+177.9% | $4,736+208.8% | $4,764+207.0% |
| Participant deferral / active EE | $14,387 | $7,111+102.3% | $6,710+114.4% | $5,851+145.9% |
| Admin fee / account holder | $12,044 | $12,125-0.7% | $10,264+17.3% | $11,599+3.8% |