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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 | $903,031 | $208,088+334.0% | $186,193+385.0% | $154,746+483.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 15.32% | 89.97%-74.7pp | 78.03%-62.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $24,210 | $4,340+457.8% | $3,918+517.9% | $4,379+452.8% |
| Participant deferral / active EE | $15,144 | $7,078+114.0% | $6,513+132.5% | $6,730+125.0% |
| Admin fee / account holder | $2,342 | $11,698-80.0% | $11,058-78.8% | $14,365-83.7% |