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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 | $950,235 | $197,637+380.8% | $177,848+434.3% | $158,982+497.7% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.7pp |
| Annual return | 31.23% | 58.77%-27.5pp | 48.33%-17.1pp | 302.99%-271.8pp |
| Employer contribution / active EE | $15,407 | $6,698+130.0% | $5,919+160.3% | $4,763+223.5% |
| Participant deferral / active EE | $11,400 | $8,405+35.6% | $7,714+47.8% | $5,983+90.5% |
| Admin fee / account holder | $8,657 | $15,406-43.8% | $12,431-30.4% | $11,252-23.1% |