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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 | $815,450 | $166,131+390.8% | $164,975+394.3% | $145,877+459.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.75% | 100.37%-84.6pp | 70.12%-54.4pp | 551.28%-535.5pp |
| Employer contribution / active EE | $12,493 | $5,276+136.8% | $4,343+187.7% | $4,663+167.9% |
| Participant deferral / active EE | $15,687 | $6,962+125.3% | $6,033+160.0% | $6,691+134.5% |
| Admin fee / account holder | $1,954 | $16,648-88.3% | $12,688-84.6% | $13,402-85.4% |