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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 | $456,810 | $183,539+148.9% | $155,556+193.7% | $145,897+213.1% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 15.15% | 61.31%-46.2pp | 64.84%-49.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $15,569 | $5,315+192.9% | $4,675+233.0% | $4,663+233.9% |
| Participant deferral / active EE | $8,841 | $6,467+36.7% | $5,631+57.0% | $6,689+32.2% |
| Admin fee / account holder | $5,081 | $19,275-73.6% | $15,885-68.0% | $13,390-62.1% |