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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 | $949,052 | $183,592+416.9% | $155,574+510.0% | $145,877+550.6% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 14.53% | 61.37%-46.8pp | 64.87%-50.3pp | 551.28%-536.8pp |
| Employer contribution / active EE | $7,895 | $5,317+48.5% | $4,676+68.8% | $4,663+69.3% |
| Participant deferral / active EE | $21,565 | $6,466+233.5% | $5,629+283.1% | $6,691+222.3% |
| Admin fee / account holder | $2,605 | $19,316-86.5% | $15,914-83.6% | $13,402-80.6% |