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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 | $695,304 | $183,592+278.7% | $155,574+346.9% | $145,877+376.6% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.84% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $53,756 | $5,317+911.1% | $4,676+1049.7% | $4,663+1052.8% |
| Participant deferral / active EE | $8,445 | $6,466+30.6% | $5,629+50.0% | $6,691+26.2% |
| Admin fee / account holder | $11,206 | $19,316-42.0% | $15,914-29.6% | $13,402-16.4% |