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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 | $697,209 | $107,934+546.0% | $91,989+657.9% | $152,870+356.1% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 21.47% | 89.25%-67.8pp | 69.02%-47.6pp | 345.34%-323.9pp |
| Employer contribution / active EE | $14,873 | $4,210+253.3% | $3,452+330.9% | $4,763+212.3% |
| Participant deferral / active EE | $8,517 | $6,364+33.8% | $5,923+43.8% | $5,850+45.6% |
| Admin fee / account holder | $911 | $10,520-91.3% | $7,743-88.2% | $11,597-92.1% |