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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 | $903,740 | $275,752+227.7% | $256,809+251.9% | $198,609+355.0% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 8.02% | 34.81%-26.8pp | 32.73%-24.7pp | 202.70%-194.7pp |
| Employer contribution / active EE | $23,529 | $7,721+204.8% | $7,263+224.0% | $5,055+365.4% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $33,282 | $25,716+29.4% | $25,146+32.4% | $19,030+74.9% |