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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 | $763,932 | $183,592+316.1% | $155,574+391.0% | $145,877+423.7% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 22.02% | 61.37%-39.4pp | 64.87%-42.8pp | 551.28%-529.3pp |
| Employer contribution / active EE | $15,152 | $5,317+185.0% | $4,676+224.0% | $4,663+224.9% |
| Participant deferral / active EE | $7,632 | $6,466+18.0% | $5,629+35.6% | $6,691+14.1% |
| Admin fee / account holder | $15,899 | $19,316-17.7% | $15,914-0.1% | $13,402+18.6% |