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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 | $956,379 | $183,539+421.1% | $155,556+514.8% | $145,897+555.5% |
| Participation rate | 92.9% | 82.7%+10.1pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 9.64% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $28,440 | $5,315+435.1% | $4,675+508.3% | $4,663+510.0% |
| Participant deferral / active EE | $18,189 | $6,467+181.3% | $5,631+223.0% | $6,689+171.9% |
| Admin fee / account holder | $13,967 | $19,275-27.5% | $15,885-12.1% | $13,390+4.3% |