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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 | $718,213 | $111,535+543.9% | $105,223+582.6% | $137,256+423.3% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 13.36% | 237.85%-224.5pp | 180.65%-167.3pp | 220.34%-207.0pp |
| Employer contribution / active EE | $14,834 | $3,939+276.6% | $3,689+302.2% | $4,156+256.9% |
| Participant deferral / active EE | $6,641 | $5,500+20.7% | $5,072+30.9% | $6,407+3.7% |
| Admin fee / account holder | $22,735 | $9,721+133.9% | $8,859+156.6% | $12,270+85.3% |