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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 | $97,125+555.4% | $86,233+638.2% | $137,256+363.8% |
| Participation rate | 91.7% | 74.2%+17.5pp | 69.0%+22.6pp | 80.0%+11.7pp |
| Annual return | 18.30% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,551 | $2,841+60.2% | $2,504+81.7% | $4,156+9.5% |
| Participant deferral / active EE | $8,167 | $5,180+57.7% | $4,559+79.1% | $6,407+27.5% |
| Admin fee / account holder | $20,116 | $9,725+106.9% | $8,342+141.1% | $12,270+63.9% |