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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 | $835,084 | $211,224+295.4% | $178,505+367.8% | $145,897+472.4% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 11.22% | 30.28%-19.1pp | 27.16%-15.9pp | 552.29%-541.1pp |
| Employer contribution / active EE | $8,298 | $4,577+81.3% | $3,955+109.8% | $4,663+78.0% |
| Participant deferral / active EE | $3,714 | $6,966-46.7% | $6,280-40.9% | $6,689-44.5% |
| Admin fee / account holder | $31,500 | $12,109+160.1% | $10,428+202.1% | $13,390+135.2% |