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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 | $609,166 | $197,603+208.3% | $177,827+242.6% | $158,950+283.2% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.7%+3.9pp | 82.0%+9.7pp |
| Annual return | 21.60% | 58.76%-37.2pp | 48.32%-26.7pp | 302.91%-281.3pp |
| Employer contribution / active EE | $17,217 | $6,698+157.1% | $5,918+190.9% | $4,762+261.6% |
| Participant deferral / active EE | $19,221 | $8,404+128.7% | $7,713+149.2% | $5,983+221.3% |
| Admin fee / account holder | $4,008 | $15,402-74.0% | $12,429-67.8% | $11,248-64.4% |