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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 | $970,658 | $183,516+428.9% | $155,534+524.1% | $145,884+565.4% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 9.70% | 61.43%-51.7pp | 64.92%-55.2pp | 551.85%-542.1pp |
| Employer contribution / active EE | $13,831 | $5,315+160.2% | $4,675+195.9% | $4,662+196.6% |
| Participant deferral / active EE | $7,477 | $6,467+15.6% | $5,630+32.8% | $6,690+11.8% |
| Admin fee / account holder | $18,544 | $19,293-3.9% | $15,900+16.6% | $13,392+38.5% |