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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 | $866,937 | $185,312+367.8% | $161,489+436.8% | $154,746+460.2% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 12.81% | 103.84%-91.0pp | 89.72%-76.9pp | 172.34%-159.5pp |
| Employer contribution / active EE | $40,250 | $4,769+744.0% | $4,268+843.0% | $4,379+819.1% |
| Participant deferral / active EE | $26,862 | $6,350+323.0% | $5,630+377.1% | $6,730+299.1% |
| Admin fee / account holder | $55,408 | $18,654+197.0% | $16,006+246.2% | $14,365+285.7% |