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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 | $794,730 | $201,372+294.7% | $184,260+331.3% | $145,884+444.8% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 12.14% | 29.04%-16.9pp | 28.84%-16.7pp | 551.85%-539.7pp |
| Employer contribution / active EE | $35,778 | $7,024+409.4% | $6,427+456.6% | $4,662+667.4% |
| Participant deferral / active EE | $20,819 | $9,808+112.3% | $9,133+128.0% | $6,690+211.2% |
| Admin fee / account holder | $53,351 | $16,362+226.1% | $13,898+283.9% | $13,392+298.4% |