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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 | $442,433 | $183,592+141.0% | $155,574+184.4% | $145,877+203.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.63% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $13,254 | $5,317+149.3% | $4,676+183.5% | $4,663+184.2% |
| Participant deferral / active EE | $10,804 | $6,466+67.1% | $5,629+91.9% | $6,691+61.5% |
| Admin fee / account holder | $18,311 | $19,316-5.2% | $15,914+15.1% | $13,402+36.6% |