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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 | $755,140 | $110,410+583.9% | $102,437+637.2% | $145,897+417.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.10% | 24.85%-8.8pp | 24.95%-8.8pp | 552.29%-536.2pp |
| Employer contribution / active EE | $19,824 | $4,217+370.1% | $3,871+412.2% | $4,663+325.2% |
| Participant deferral / active EE | $7,363 | $5,622+31.0% | $5,060+45.5% | $6,689+10.1% |
| Admin fee / account holder | $303 | $9,745-96.9% | $8,388-96.4% | $13,390-97.7% |