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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 | $936,477 | $176,786+429.7% | $146,643+538.6% | $167,536+459.0% |
| Participation rate | 82.4% | 83.6%-1.3pp | 80.1%+2.3pp | 82.1%+0.2pp |
| Annual return | 13.40% | 24.04%-10.6pp | 22.75%-9.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $5,588 | $5,161+8.3% | $4,137+35.1% | $4,839+15.5% |
| Participant deferral / active EE | $15,200 | $6,440+136.0% | $5,506+176.1% | $6,342+139.7% |
| Admin fee / account holder | $156,570 | $13,262+1080.6% | $10,280+1423.0% | $12,315+1171.4% |