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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 | $156,398+498.4% | $147,318+535.3% | $138,895+573.9% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 16.67% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $16,393 | $4,853+237.8% | $4,593+256.9% | $4,194+290.8% |
| Participant deferral / active EE | $16,393 | $8,237+99.0% | $7,906+107.3% | $6,396+156.3% |
| Admin fee / account holder | $7,633 | $14,976-49.0% | $13,708-44.3% | $12,562-39.2% |