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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 | $183,516+316.3% | $155,534+391.2% | $145,884+423.7% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 22.02% | 61.43%-39.4pp | 64.92%-42.9pp | 551.85%-529.8pp |
| Employer contribution / active EE | $15,152 | $5,315+185.1% | $4,675+224.1% | $4,662+225.0% |
| Participant deferral / active EE | $7,632 | $6,467+18.0% | $5,630+35.5% | $6,690+14.1% |
| Admin fee / account holder | $15,899 | $19,293-17.6% | $15,9000% | $13,392+18.7% |