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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 | $183,516+257.5% | $155,534+321.8% | $145,884+349.7% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 9.89% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-542.0pp |
| Employer contribution / active EE | $11,728 | $5,315+120.7% | $4,675+150.9% | $4,662+151.6% |
| Participant deferral / active EE | $15,190 | $6,467+134.9% | $5,630+169.8% | $6,690+127.1% |
| Admin fee / account holder | $24,678 | $19,293+27.9% | $15,900+55.2% | $13,392+84.3% |