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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 | $748,133 | $183,539+307.6% | $155,556+380.9% | $145,897+412.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 16.36% | 61.31%-44.9pp | 64.84%-48.5pp | 552.29%-535.9pp |
| Employer contribution / active EE | $13,418 | $5,315+152.4% | $4,675+187.0% | $4,663+187.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $860 | $19,275-95.5% | $15,885-94.6% | $13,390-93.6% |