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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 | $185,312+240.0% | $161,489+290.2% | $154,746+307.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 15.23% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,797 | $4,769-41.3% | $4,268-34.5% | $4,379-36.1% |
| Participant deferral / active EE | $10,106 | $6,350+59.2% | $5,630+79.5% | $6,730+50.2% |
| Admin fee / account holder | $277,748 | $18,654+1388.9% | $16,006+1635.3% | $14,365+1833.5% |