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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 | $944,713 | $197,603+378.1% | $177,827+431.3% | $158,950+494.3% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 6.99% | 58.76%-51.8pp | 48.32%-41.3pp | 302.91%-295.9pp |
| Employer contribution / active EE | $48,571 | $6,698+625.2% | $5,918+720.7% | $4,762+920.0% |
| Participant deferral / active EE | $5,634 | $8,404-33.0% | $7,713-27.0% | $5,983-5.8% |
| Admin fee / account holder | $231,926 | $15,402+1405.8% | $12,429+1766.0% | $11,248+1961.9% |