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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 | $914,645 | $227,399+302.2% | $189,758+382.0% | $198,609+360.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 79.8%+11.1pp | 82.4%+8.5pp |
| Annual return | 16.45% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.2pp |
| Employer contribution / active EE | $25,138 | $5,526+354.9% | $4,767+427.4% | $5,055+397.2% |
| Participant deferral / active EE | $23,590 | $6,837+245.0% | $5,856+302.8% | $6,977+238.1% |
| Admin fee / account holder | $3,710 | $25,162-85.3% | $20,388-81.8% | $19,030-80.5% |