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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 | $636,564 | $108,882+484.6% | $96,754+557.9% | $154,746+311.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 70.3%+21.4pp | 80.7%+11.0pp |
| Annual return | 18.30% | 98.39%-80.1pp | 82.04%-63.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,551 | $3,018+50.8% | $2,679+69.9% | $4,379+3.9% |
| Participant deferral / active EE | $8,167 | $5,323+53.4% | $4,758+71.6% | $6,730+21.3% |
| Admin fee / account holder | $20,116 | $10,200+97.2% | $8,905+125.9% | $14,365+40.0% |