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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 | $180,749+399.6% | $160,784+461.6% | $137,256+557.9% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 15.32% | 2234.46%-2219.1pp | 1803.92%-1788.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $24,210 | $4,155+482.6% | $3,733+548.6% | $4,156+482.5% |
| Participant deferral / active EE | $15,144 | $6,844+121.3% | $6,293+140.7% | $6,407+136.4% |
| Admin fee / account holder | $2,342 | $10,397-77.5% | $9,717-75.9% | $12,270-80.9% |