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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 | $792,631 | $183,516+331.9% | $155,534+409.6% | $145,884+443.3% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 18.67% | 61.43%-42.8pp | 64.92%-46.2pp | 551.85%-533.2pp |
| Employer contribution / active EE | $17,166 | $5,315+223.0% | $4,675+267.2% | $4,662+268.2% |
| Participant deferral / active EE | $17,685 | $6,467+173.5% | $5,630+214.1% | $6,690+164.4% |
| Admin fee / account holder | $14,882 | $19,293-22.9% | $15,900-6.4% | $13,392+11.1% |