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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 | $162,136+417.2% | $152,301+450.6% | $154,746+441.9% |
| Participation rate | 91.3% | 84.1%+7.2pp | 82.4%+8.9pp | 80.7%+10.6pp |
| Annual return | 16.22% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $15,213 | $4,890+211.1% | $4,624+229.0% | $4,379+247.4% |
| Participant deferral / active EE | $22,104 | $8,341+165.0% | $8,004+176.2% | $6,730+228.4% |
| Admin fee / account holder | $2,031 | $15,759-87.1% | $14,398-85.9% | $14,365-85.9% |