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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 | $183,539+316.2% | $155,556+391.1% | $145,897+423.6% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 22.02% | 61.31%-39.3pp | 64.84%-42.8pp | 552.29%-530.3pp |
| Employer contribution / active EE | $15,152 | $5,315+185.1% | $4,675+224.1% | $4,663+225.0% |
| Participant deferral / active EE | $7,632 | $6,467+18.0% | $5,631+35.5% | $6,689+14.1% |
| Admin fee / account holder | $15,899 | $19,275-17.5% | $15,885+0.1% | $13,390+18.7% |