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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 | $431,614 | $165,381+161.0% | $149,730+188.3% | $158,966+171.5% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 9.54% | 348.29%-338.8pp | 276.70%-267.2pp | 302.95%-293.4pp |
| Employer contribution / active EE | $13,557 | $5,104+165.6% | $4,645+191.8% | $4,762+184.7% |
| Participant deferral / active EE | $12,287 | $7,182+71.1% | $6,843+79.6% | $5,983+105.4% |
| Admin fee / account holder | $166,689 | $10,809+1442.1% | $9,310+1690.3% | $11,250+1381.7% |