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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 | $690,872 | $183,516+276.5% | $155,534+344.2% | $145,884+373.6% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 13.77% | 61.43%-47.7pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $47,542 | $5,315+794.6% | $4,675+917.0% | $4,662+919.7% |
| Participant deferral / active EE | $6,470 | $6,4670% | $5,630+14.9% | $6,690-3.3% |
| Admin fee / account holder | $11,361 | $19,293-41.1% | $15,900-28.5% | $13,392-15.2% |