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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 | $545,861 | $201,370+171.1% | $184,256+196.3% | $145,897+274.1% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 24.77% | 29.05%-4.3pp | 28.85%-4.1pp | 552.29%-527.5pp |
| Employer contribution / active EE | $32,444 | $7,024+361.9% | $6,427+404.8% | $4,663+595.8% |
| Participant deferral / active EE | $18,885 | $9,808+92.5% | $9,133+106.8% | $6,689+182.3% |
| Admin fee / account holder | $117,284 | $16,364+616.7% | $13,899+743.8% | $13,390+775.9% |