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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 | $181,062+405.2% | $158,223+478.1% | $155,188+489.4% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 16.45% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $25,138 | $4,565+450.7% | $4,109+511.8% | $4,248+491.8% |
| Participant deferral / active EE | $23,590 | $6,134+284.5% | $5,467+331.5% | $6,531+261.2% |
| Admin fee / account holder | $3,710 | $18,825-80.3% | $16,047-76.9% | $14,480-74.4% |