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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 | $796,141 | $166,131+379.2% | $164,975+382.6% | $145,877+445.8% |
| Participation rate | 95.7% | 82.0%+13.6pp | 78.6%+17.0pp | 80.3%+15.3pp |
| Annual return | 14.99% | 100.37%-85.4pp | 70.12%-55.1pp | 551.28%-536.3pp |
| Employer contribution / active EE | $19,562 | $5,276+270.8% | $4,343+350.5% | $4,663+319.5% |
| Participant deferral / active EE | $19,940 | $6,962+186.4% | $6,033+230.5% | $6,691+198.0% |
| Admin fee / account holder | $22,031 | $16,648+32.3% | $12,688+73.6% | $13,402+64.4% |