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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 | $812,192 | $183,592+342.4% | $155,574+422.1% | $145,877+456.8% |
| Participation rate | 95.2% | 82.7%+12.5pp | 78.2%+17.0pp | 80.3%+14.9pp |
| Annual return | 24.37% | 61.37%-37.0pp | 64.87%-40.5pp | 551.28%-526.9pp |
| Employer contribution / active EE | $23,946 | $5,317+350.4% | $4,676+412.1% | $4,663+413.5% |
| Participant deferral / active EE | $14,397 | $6,466+122.7% | $5,629+155.8% | $6,691+115.2% |
| Admin fee / account holder | $19,811 | $19,316+2.6% | $15,914+24.5% | $13,402+47.8% |