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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 | $989,472 | $142,354+595.1% | $125,529+688.2% | $155,188+537.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.7%+12.8pp | 80.8%+6.7pp |
| Annual return | 18.89% | 306.06%-287.2pp | 202.56%-183.7pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,109 | $3,501-11.2% | $3,058+1.7% | $4,248-26.8% |
| Participant deferral / active EE | $10,495 | $5,491+91.1% | $4,813+118.1% | $6,531+60.7% |
| Admin fee / account holder | $69,553 | $19,392+258.7% | $16,298+326.8% | $14,480+380.3% |