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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 | $183,592+441.5% | $155,574+539.1% | $145,877+581.6% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 20.63% | 61.37%-40.7pp | 64.87%-44.2pp | 551.28%-530.7pp |
| Employer contribution / active EE | $36,931 | $5,317+594.6% | $4,676+689.8% | $4,663+692.0% |
| Participant deferral / active EE | $9,536 | $6,466+47.5% | $5,629+69.4% | $6,691+42.5% |
| Admin fee / account holder | $8,122 | $19,316-57.9% | $15,914-49.0% | $13,402-39.4% |