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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 | $605,757 | $162,136+273.6% | $152,301+297.7% | $154,746+291.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 14.03% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $15,330 | $4,890+213.5% | $4,624+231.5% | $4,379+250.1% |
| Participant deferral / active EE | $12,587 | $8,341+50.9% | $8,004+57.3% | $6,730+87.0% |
| Admin fee / account holder | $1,520 | $15,759-90.4% | $14,398-89.4% | $14,365-89.4% |