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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 | $935,954 | $154,228+506.9% | $145,433+543.6% | $137,256+581.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.67% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $16,393 | $4,804+241.2% | $4,554+259.9% | $4,156+294.4% |
| Participant deferral / active EE | $16,393 | $8,216+99.5% | $7,897+107.6% | $6,407+155.9% |
| Admin fee / account holder | $7,633 | $14,344-46.8% | $13,129-41.9% | $12,270-37.8% |