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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 | $838,614 | $154,228+443.8% | $145,433+476.6% | $137,256+511.0% |
| Participation rate | 91.3% | 83.8%+7.5pp | 82.1%+9.2pp | 80.0%+11.3pp |
| Annual return | 16.22% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $15,213 | $4,804+216.7% | $4,554+234.0% | $4,156+266.0% |
| Participant deferral / active EE | $22,104 | $8,216+169.0% | $7,897+179.9% | $6,407+245.0% |
| Admin fee / account holder | $2,031 | $14,344-85.8% | $13,129-84.5% | $12,270-83.4% |