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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 | $531,298 | $174,379+204.7% | $152,093+249.3% | $138,895+282.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 15.28% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $20,897 | $4,652+349.2% | $4,175+400.6% | $4,194+398.2% |
| Participant deferral / active EE | $14,925 | $6,159+142.3% | $5,451+173.8% | $6,396+133.3% |
| Admin fee / account holder | $619,193 | $16,880+3568.2% | $14,497+4171.3% | $12,562+4829.0% |