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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 | $183,539+381.4% | $155,556+468.0% | $145,897+505.6% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 24.75% | 61.31%-36.6pp | 64.84%-40.1pp | 552.29%-527.5pp |
| Employer contribution / active EE | $24,135 | $5,315+354.1% | $4,675+416.2% | $4,663+417.6% |
| Participant deferral / active EE | $16,203 | $6,467+150.5% | $5,631+187.7% | $6,689+142.2% |
| Admin fee / account holder | $560,412 | $19,275+2807.5% | $15,885+3427.9% | $13,390+4085.2% |