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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% | $155,574+490.3% | $145,877+529.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 34.77% | 61.37%-26.6pp | 64.87%-30.1pp | 551.28%-516.5pp |
| Employer contribution / active EE | $25,599 | $5,317+381.5% | $4,676+447.5% | $4,663+449.0% |
| Participant deferral / active EE | $18,722 | $6,466+189.5% | $5,629+232.6% | $6,691+179.8% |
| Admin fee / account holder | $447 | $19,316-97.7% | $15,914-97.2% | $13,402-96.7% |