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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 | $201,264+294.9% | $184,185+331.5% | $145,978+444.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 12.14% | 29.00%-16.9pp | 28.81%-16.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $35,778 | $7,021+409.6% | $6,426+456.8% | $4,662+667.5% |
| Participant deferral / active EE | $20,819 | $9,806+112.3% | $9,132+128.0% | $6,690+211.2% |
| Admin fee / account holder | $53,351 | $16,376+225.8% | $13,909+283.6% | $13,400+298.1% |