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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 | $227,399+177.1% | $189,758+232.1% | $198,609+217.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 15.23% | 61.03%-45.8pp | 52.62%-37.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $2,797 | $5,526-49.4% | $4,767-41.3% | $5,055-44.7% |
| Participant deferral / active EE | $10,106 | $6,837+47.8% | $5,856+72.6% | $6,977+44.8% |
| Admin fee / account holder | $277,748 | $25,162+1003.8% | $20,388+1262.3% | $19,030+1359.5% |