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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 | $225,673+300.1% | $203,872+342.9% | $155,188+481.9% |
| Participation rate | 87.5% | 80.3%+7.2pp | 77.8%+9.7pp | 80.8%+6.7pp |
| Annual return | 15.32% | 95.91%-80.6pp | 85.11%-69.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $24,210 | $4,099+490.7% | $3,757+544.3% | $4,248+469.9% |
| Participant deferral / active EE | $15,144 | $6,893+119.7% | $6,388+137.1% | $6,531+131.9% |
| Admin fee / account holder | $2,342 | $12,327-81.0% | $11,730-80.0% | $14,480-83.8% |