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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 | $855,004 | $124,425+587.2% | $112,040+663.1% | $137,256+522.9% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 17.06% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $9,574 | $3,411+180.7% | $2,954+224.1% | $4,156+130.4% |
| Participant deferral / active EE | $13,159 | $5,718+130.1% | $5,098+158.1% | $6,407+105.4% |
| Admin fee / account holder | $16,257 | $15,207+6.9% | $12,098+34.4% | $12,270+32.5% |