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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 | $671,987 | $209,888+220.2% | $189,545+254.5% | $167,553+301.1% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 30.11% | 748.66%-718.6pp | 555.36%-525.3pp | 478.89%-448.8pp |
| Employer contribution / active EE | $12,550 | $6,915+81.5% | $6,162+103.7% | $4,840+159.3% |
| Participant deferral / active EE | $15,291 | $8,934+71.1% | $8,220+86.0% | $6,343+141.1% |
| Admin fee / account holder | $1,436 | $14,300-90.0% | $12,049-88.1% | $12,316-88.3% |