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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 | $548,002 | $129,737+322.4% | $119,126+360.0% | $154,746+254.1% |
| Participation rate | 95.7% | 78.9%+16.8pp | 75.8%+19.9pp | 80.7%+15.0pp |
| Annual return | 20.75% | 379.08%-358.3pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $8,730 | $4,375+99.5% | $4,034+116.4% | $4,379+99.3% |
| Participant deferral / active EE | $15,381 | $5,842+163.3% | $5,318+189.2% | $6,730+128.5% |
| Admin fee / account holder | $645 | $11,961-94.6% | $10,693-94.0% | $14,365-95.5% |