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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 | $741,077 | $150,346+392.9% | $120,524+514.9% | $145,877+408.0% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.7pp | 80.3%+11.4pp |
| Annual return | 12.86% | 154.40%-141.5pp | 107.36%-94.5pp | 551.28%-538.4pp |
| Employer contribution / active EE | $15,625 | $4,353+259.0% | $3,469+350.4% | $4,663+235.1% |
| Participant deferral / active EE | $5,770 | $6,172-6.5% | $4,994+15.6% | $6,691-13.8% |
| Admin fee / account holder | $19,654 | $12,215+60.9% | $9,440+108.2% | $13,402+46.6% |