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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 | $183,592+441.6% | $155,574+539.2% | $145,877+581.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.80% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.5pp |
| Employer contribution / active EE | $12,259 | $5,317+130.6% | $4,676+162.2% | $4,663+162.9% |
| Participant deferral / active EE | $7,214 | $6,466+11.6% | $5,629+28.1% | $6,691+7.8% |
| Admin fee / account holder | $21,507 | $19,316+11.3% | $15,914+35.1% | $13,402+60.5% |