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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 | $656,075 | $183,592+257.4% | $155,574+321.7% | $145,877+349.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.89% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $11,728 | $5,317+120.6% | $4,676+150.8% | $4,663+151.5% |
| Participant deferral / active EE | $15,190 | $6,466+134.9% | $5,629+169.8% | $6,691+127.0% |
| Admin fee / account holder | $24,678 | $19,316+27.8% | $15,914+55.1% | $13,402+84.1% |