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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 | $183,539+257.5% | $155,556+321.8% | $145,897+349.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.89% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $11,728 | $5,315+120.6% | $4,675+150.8% | $4,663+151.5% |
| Participant deferral / active EE | $15,190 | $6,467+134.9% | $5,631+169.8% | $6,689+127.1% |
| Admin fee / account holder | $24,678 | $19,275+28.0% | $15,885+55.4% | $13,390+84.3% |