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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 | $622,003 | $175,231+255.0% | $149,696+315.5% | $139,466+346.0% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 23.56% | 166.77%-143.2pp | 134.46%-110.9pp | 373.66%-350.1pp |
| Employer contribution / active EE | $29,859 | $5,478+445.1% | $4,821+519.4% | $4,754+528.1% |
| Participant deferral / active EE | $17,625 | $6,521+170.3% | $5,682+210.2% | $6,712+162.6% |
| Admin fee / account holder | $8,040 | $16,155-50.2% | $13,212-39.1% | $11,409-29.5% |