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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 | $197,625+378.0% | $177,840+431.2% | $158,966+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 | 302.95%-296.0pp |
| Employer contribution / active EE | $48,571 | $6,698+625.1% | $5,919+720.7% | $4,762+919.9% |
| Participant deferral / active EE | $5,634 | $8,405-33.0% | $7,714-27.0% | $5,983-5.8% |
| Admin fee / account holder | $231,926 | $15,405+1405.5% | $12,431+1765.7% | $11,250+1961.6% |