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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 | $183,592+420.9% | $155,574+514.7% | $145,877+555.6% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.6pp | 80.3%+12.6pp |
| Annual return | 9.64% | 61.37%-51.7pp | 64.87%-55.2pp | 551.28%-541.6pp |
| Employer contribution / active EE | $28,440 | $5,317+434.9% | $4,676+508.3% | $4,663+509.9% |
| Participant deferral / active EE | $18,189 | $6,466+181.3% | $5,629+223.1% | $6,691+171.9% |
| Admin fee / account holder | $13,967 | $19,316-27.7% | $15,914-12.2% | $13,402+4.2% |