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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% | $155,567+346.9% | $145,959+376.4% |
| Participation rate | 93.3% | 82.7%+10.7pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 9.84% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $53,756 | $5,315+911.5% | $4,674+1050.1% | $4,661+1053.4% |
| Participant deferral / active EE | $8,445 | $6,464+30.6% | $5,628+50.1% | $6,689+26.3% |
| Admin fee / account holder | $11,206 | $19,318-42.0% | $15,916-29.6% | $13,398-16.4% |