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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 | $139,948+607.0% | $121,663+713.3% | $154,746+539.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 18.89% | 230.52%-211.6pp | 147.54%-128.7pp | 172.34%-153.4pp |
| Employer contribution / active EE | $3,109 | $3,521-11.7% | $3,020+3.0% | $4,379-29.0% |
| Participant deferral / active EE | $10,495 | $5,629+86.4% | $4,887+114.7% | $6,730+55.9% |
| Admin fee / account holder | $69,553 | $17,321+301.6% | $14,289+386.8% | $14,365+384.2% |