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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 | $918,368 | $183,592+400.2% | $155,567+490.3% | $145,959+529.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 34.77% | 61.24%-26.5pp | 64.74%-30.0pp | 561.95%-527.2pp |
| Employer contribution / active EE | $25,599 | $5,315+381.7% | $4,674+447.7% | $4,661+449.2% |
| Participant deferral / active EE | $18,722 | $6,464+189.6% | $5,628+232.7% | $6,689+179.9% |
| Admin fee / account holder | $447 | $19,318-97.7% | $15,916-97.2% | $13,398-96.7% |