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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 | $794,262 | $110,212+620.7% | $96,534+722.8% | $139,466+469.5% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 12.27% | 26.42%-14.1pp | 25.88%-13.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $13,333 | $3,620+268.3% | $2,965+349.6% | $4,754+180.5% |
| Participant deferral / active EE | $14,666 | $5,547+164.4% | $4,851+202.3% | $6,712+118.5% |
| Admin fee / account holder | $48,538 | $11,599+318.5% | $8,253+488.1% | $11,409+325.5% |