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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 | $630,102 | $172,111+266.1% | $150,298+319.2% | $137,256+359.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 15.23% | 69.37%-54.1pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,797 | $4,636-39.7% | $4,154-32.7% | $4,156-32.7% |
| Participant deferral / active EE | $10,106 | $6,166+63.9% | $5,453+85.3% | $6,407+57.7% |
| Admin fee / account holder | $277,748 | $16,471+1586.3% | $14,116+1867.6% | $12,270+2163.6% |