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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 | $994,226 | $183,539+441.7% | $155,556+539.1% | $145,897+581.5% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.1pp |
| Annual return | 20.63% | 61.31%-40.7pp | 64.84%-44.2pp | 552.29%-531.7pp |
| Employer contribution / active EE | $36,931 | $5,315+594.8% | $4,675+689.9% | $4,663+692.1% |
| Participant deferral / active EE | $9,536 | $6,467+47.5% | $5,631+69.4% | $6,689+42.6% |
| Admin fee / account holder | $8,122 | $19,275-57.9% | $15,885-48.9% | $13,390-39.3% |