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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 | $510,833 | $166,242+207.3% | $165,071+209.5% | $145,884+250.2% |
| Participation rate | 95.5% | 82.0%+13.4pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 10.77% | 100.44%-89.7pp | 70.17%-59.4pp | 551.85%-541.1pp |
| Employer contribution / active EE | $9,279 | $5,283+75.6% | $4,347+113.4% | $4,662+99.0% |
| Participant deferral / active EE | $10,033 | $6,964+44.1% | $6,035+66.2% | $6,690+50.0% |
| Admin fee / account holder | $2,738 | $16,658-83.6% | $12,695-78.4% | $13,392-79.6% |