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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 | $196,972+325.8% | $182,262+360.1% | $198,609+322.2% |
| Participation rate | 91.3% | 85.7%+5.6pp | 84.2%+7.1pp | 82.4%+8.9pp |
| Annual return | 16.22% | 158.27%-142.1pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $15,213 | $5,364+183.6% | $5,046+201.5% | $5,055+200.9% |
| Participant deferral / active EE | $22,104 | $8,643+155.8% | $8,276+167.1% | $6,977+216.8% |
| Admin fee / account holder | $2,031 | $18,429-89.0% | $16,712-87.8% | $19,030-89.3% |