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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 | $883,570 | $183,592+381.3% | $155,574+467.9% | $145,877+505.7% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 24.75% | 61.37%-36.6pp | 64.87%-40.1pp | 551.28%-526.5pp |
| Employer contribution / active EE | $24,135 | $5,317+353.9% | $4,676+416.2% | $4,663+417.6% |
| Participant deferral / active EE | $16,203 | $6,466+150.6% | $5,629+187.8% | $6,691+142.2% |
| Admin fee / account holder | $560,412 | $19,316+2801.3% | $15,914+3421.4% | $13,402+4081.5% |