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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 | $994,412 | $183,539+441.8% | $155,556+539.3% | $145,897+581.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.80% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $12,259 | $5,315+130.6% | $4,675+162.2% | $4,663+162.9% |
| Participant deferral / active EE | $7,214 | $6,467+11.5% | $5,631+28.1% | $6,689+7.8% |
| Admin fee / account holder | $21,507 | $19,275+11.6% | $15,885+35.4% | $13,390+60.6% |